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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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,041 | $57,108-52.7% | $94,224-71.3% | $52,331-48.3% |
| Participation rate | 57.3% | 72.9%-15.7pp | 78.8%-21.5pp | 68.1%-10.8pp |
| Annual return | -0.08% | 1.47%-1.5pp | 10.68%-10.8pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,016 | $1,735-41.4% | $3,587-71.7% | $1,882-46.0% |
| Participant deferral / active EE | $3,283 | $3,040+8.0% | $4,320-24.0% | $3,022+8.6% |
| Admin fee / account holder | $16 | $546-97.0% | $6,269-99.7% | $592-97.3% |