See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASHTON THOMAS PRIVATE WEALTH7 years Service code 27 · EIN 27-2399928 | Advisory (Plan) | $36,414 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $32,745 |
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 | $82,761 | $88,083-6.0% | $164,813-49.8% | $74,495+11.1% |
| Participation rate | 79.1% | 73.0%+6.1pp | 78.6%+0.5pp | 67.2%+11.9pp |
| Annual return | 9.51% | 17.26%-7.8pp | 69.93%-60.4pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $1,678 | $2,593-35.3% | $4,341-61.3% | $2,623-36.0% |
| Participant deferral / active EE | $4,008 | $4,498-10.9% | $6,031-33.5% | $4,346-7.8% |
| Admin fee / account holder | $291 | $2,234-87.0% | $12,690-97.7% | $1,942-85.0% |