See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASHTON THOMAS PRIVATE WEALTH6 years Service code 27 · EIN 27-2399928 | Advisory (Plan) | $35,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,043 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,132 | $82,978+1.4% | $129,995-35.3% | $71,457+17.7% |
| Participation rate | 98.4% | 74.1%+24.3pp | 78.5%+19.9pp | 67.9%+30.5pp |
| Annual return | 13.15% | 20.60%-7.5pp | -137.18%+150.3pp | 28.85%-15.7pp |
| Employer contribution / active EE | $3,077 | $2,622+17.4% | $4,320-28.8% | $2,588+18.9% |
| Participant deferral / active EE | $5,167 | $4,432+16.6% | $5,820-11.2% | $4,289+20.5% |
| Admin fee / account holder | $306 | $1,729-82.3% | $10,614-97.1% | $1,587-80.7% |