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 LLC6 years Filed as: ASCENSUS TRUST Service code 15 · EIN 45-0404698 1655 43RD STREET S, SUITE 100 · FARGO, ND 58103 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,773 | $81,248+128.6% | $155,509+19.5% | $80,856+129.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.82% | 33.31%-14.5pp | 64.67%-45.9pp | 35.59%-16.8pp |
| Employer contribution / active EE | $9,119 | $3,100+194.1% | $4,672+95.2% | $2,755+231.0% |
| Participant deferral / active EE | $7,266 | $3,452+110.5% | $5,626+29.1% | $4,296+69.1% |
| Admin fee / account holder | $61 | $7,997-99.2% | $15,912-99.6% | $6,918-99.1% |