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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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,962 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,584 | $93,182+3.7% | $146,665-34.1% | $79,386+21.7% |
| Participation rate | 89.2% | 76.4%+12.8pp | 80.1%+9.1pp | 70.7%+18.5pp |
| Annual return | 11.50% | 21.61%-10.1pp | 22.74%-11.2pp | 116.85%-105.4pp |
| Employer contribution / active EE | $1,199 | $2,420-50.4% | $4,136-71.0% | $2,427-50.6% |
| Participant deferral / active EE | $4,767 | $4,169+14.3% | $5,506-13.4% | $4,046+17.8% |
| Admin fee / account holder | $55 | $585-90.7% | $10,280-99.5% | $626-91.3% |