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 27 · EIN 59-1531281 | Advisory (Plan) | $57,369 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $42,686 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $150,401 | $88,890+69.2% | $102,423+46.8% | $77,643+93.7% |
| Participation rate | 92.1% | 80.9%+11.2pp | 76.5%+15.6pp | 70.6%+21.6pp |
| Annual return | 15.90% | 24.98%-9.1pp | 29.32%-13.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,579 | $2,698-41.5% | $3,023-47.8% | $2,726-42.1% |
| Participant deferral / active EE | $4,328 | $5,145-15.9% | $5,053-14.3% | $4,647-6.9% |
| Admin fee / account holder | $261 | $235+10.8% | $9,451-97.2% | $430-39.4% |