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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.
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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 LLC1 year Filed as: ASCENSUS Service code 15 · EIN 45-0404698 | Recordkeeping | $9,856 |
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 | $31,340 | $48,750-35.7% | $88,946-64.8% | $74,304-57.8% |
| Participation rate | 94.4% | 44.5%+50.0pp | 68.8%+25.6pp | 60.3%+34.1pp |
| Annual return | 32.60% | 25.91%+6.7pp | 57.82%-25.2pp | 29.43%+3.2pp |
| Employer contribution / active EE | $2,255 | $1,255+79.7% | $2,555-11.7% | $2,241+0.6% |
| Participant deferral / active EE | $5,616 | $2,423+131.8% | $4,581+22.6% | $3,767+49.1% |
| Admin fee / account holder | $50 | $3,756-98.7% | $8,261-99.4% | $2,969-98.3% |