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 5-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 LLC1+ years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $13,993 |
KPM CPAS, PC1+ years Filed as: KPM CPAS & ADVISORS Service code 10 · EIN 43-1109768 | Accounting | $13,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,277 | $65,409-55.2% | $98,442-70.3% | $85,850-65.9% |
| Participation rate | 81.6% | 65.0%+16.6pp | 73.3%+8.3pp | 69.3%+12.3pp |
| Annual return | 14.12% | 21.76%-7.6pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $374 | $2,168-82.8% | $2,960-87.4% | $2,565-85.4% |
| Participant deferral / active EE | $1,402 | $3,166-55.7% | $4,276-67.2% | $3,952-64.5% |
| Admin fee / account holder | $402 | $4,593-91.2% | $5,949-93.2% | $6,260-93.6% |