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 |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 55 · EIN 11-3665754 | Other Commissions | $21,420 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,104 | $63,299-84.0% | $91,001-88.9% | $62,292-83.8% |
| Participation rate | 73.5% | 73.3%+0.1pp | 75.6%-2.1pp | 69.5%+3.9pp |
| Annual return | 16.43% | 20.99%-4.6pp | 4.60%+11.8pp | 28.90%-12.5pp |
| Employer contribution / active EE | $469 | $1,807-74.1% | $2,456-80.9% | $2,042-77.1% |
| Participant deferral / active EE | $1,266 | $2,943-57.0% | $3,547-64.3% | $3,169-60.0% |
| Admin fee / account holder | $97 | $468-79.2% | $5,417-98.2% | $479-79.7% |