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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $41,826 |
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 | $73,910 | $41,647+77.5% | $96,139-23.1% | $86,799-14.9% |
| Participation rate | 83.7% | 50.2%+33.5pp | 68.4%+15.2pp | 72.3%+11.4pp |
| Annual return | 16.99% | 27.24%-10.3pp | 191.94%-175.0pp | 97.91%-80.9pp |
| Employer contribution / active EE | $1,046 | $1,318-20.6% | $2,797-62.6% | $2,405-56.5% |
| Participant deferral / active EE | $5,486 | $2,412+127.4% | $4,349+26.1% | $4,131+32.8% |
| Admin fee / account holder | $82 | $169-51.9% | $5,537-98.5% | $170-51.9% |