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 |
|---|---|---|
Service code 99 · EIN 46-2309236 | Other Fees | $17,973 |
ERISA SERVICES, INC.1 year Filed as: ERISA SPECIALISTS/ BENEFITS PROF. Service code 49 | Other Services | $4,442 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $1,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,838 | $54,701+40.5% | $86,188-10.8% | $71,457+7.5% |
| Participation rate | 84.5% | 60.1%+24.4pp | 69.0%+15.6pp | 67.9%+16.6pp |
| Annual return | 19.03% | 20.06%-1.0pp | 1168.45%-1149.4pp | 28.85%-9.8pp |
| Employer contribution / active EE | $842 | $1,265-33.5% | $2,380-64.6% | $2,588-67.5% |
| Participant deferral / active EE | $4,538 | $3,108+46.0% | $3,985+13.9% | $4,289+5.8% |
| Admin fee / account holder | $135 | $1,922-93.0% | $6,852-98.0% | $1,587-91.5% |