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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,026 | $55,636-17.3% | $81,983-43.9% | $73,488-37.4% |
| Participation rate | 64.8% | 62.3%+2.5pp | 69.2%-4.5pp | 70.7%-5.9pp |
| Annual return | 18.31% | 19.07%-0.8pp | 41.31%-23.0pp | 28.51%-10.2pp |
| Employer contribution / active EE | $780 | $1,625-52.0% | $2,498-68.8% | $2,270-65.7% |
| Participant deferral / active EE | $2,194 | $2,762-20.6% | $3,722-41.0% | $3,740-41.3% |
| Admin fee / account holder | $26 | $493-94.7% | $5,664-99.5% | $513-94.9% |