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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,747 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,572 | $55,415-37.6% | $155,509-77.8% | $74,495-53.6% |
| Participation rate | 91.9% | 61.9%+30.0pp | 78.2%+13.7pp | 67.2%+24.7pp |
| Annual return | 13.13% | 268.50%-255.4pp | 64.67%-51.5pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $730 | $2,267-67.8% | $4,672-84.4% | $2,623-72.2% |
| Participant deferral / active EE | $3,205 | $2,836+13.0% | $5,626-43.0% | $4,346-26.2% |
| Admin fee / account holder | $102 | $1,738-94.2% | $15,912-99.4% | $1,942-94.8% |