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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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,078 | $75,183-64.0% | $123,892-78.1% | $55,167-50.9% |
| Participation rate | 69.2% | 72.8%-3.6pp | 81.4%-12.2pp | 69.0%+0.2pp |
| Annual return | 8.61% | 19.01%-10.4pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $728 | $2,823-74.2% | $4,617-84.2% | $1,963-62.9% |
| Participant deferral / active EE | $3,724 | $5,084-26.8% | $5,984-37.8% | $3,054+21.9% |
| Admin fee / account holder | $47 | $663-92.9% | $8,357-99.4% | $504-90.6% |