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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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,552 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,389 | $42,886-54.8% | $88,946-78.2% | $85,563-77.3% |
| Participation rate | 41.4% | 37.9%+3.5pp | 68.8%-27.5pp | 66.0%-24.6pp |
| Annual return | 15.48% | 44.56%-29.1pp | 57.82%-42.3pp | 31.51%-16.0pp |
| Employer contribution / active EE | $119 | $1,147-89.6% | $2,555-95.3% | $2,654-95.5% |
| Participant deferral / active EE | $2,609 | $2,108+23.7% | $4,581-43.1% | $4,375-40.4% |
| Admin fee / account holder | $39 | $2,263-98.3% | $8,261-99.5% | $834-95.3% |