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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $17,500 |
CAMPBELL TAYLOR & COMPANY7+ years Service code 10 · EIN 68-0251243 | Accounting | $17,138 |
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 | $45,069 | $63,745-29.3% | $98,442-54.2% | $79,386-43.2% |
| Participation rate | 93.5% | 69.9%+23.7pp | 73.3%+20.2pp | 70.7%+22.8pp |
| Annual return | 0.67% | 625.80%-625.1pp | 1492.73%-1492.1pp | 116.85%-116.2pp |
| Employer contribution / active EE | $12,258 | $2,557+379.4% | $2,960+314.2% | $2,427+405.0% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $113 | $516-78.0% | $5,949-98.1% | $626-81.9% |