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 |
|---|---|---|
Service code 13 · EIN 35-1140090 | Contract Administrator | $11,482 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,500 | $75,284+9.6% | $91,001-9.3% | $69,631+18.5% |
| Participation rate | 47.8% | 80.4%-32.6pp | 75.6%-27.8pp | 70.7%-22.9pp |
| Annual return | 18.53% | 48.40%-29.9pp | 4.60%+13.9pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $554 | $2,473-77.6% | $2,456-77.4% | $2,032-72.7% |
| Participant deferral / active EE | $2,529 | $3,700-31.6% | $3,547-28.7% | $3,224-21.5% |
| Admin fee / account holder | $75 | $111-32.2% | $5,417-98.6% | $110-32.1% |