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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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,812 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,419 | $81,208-74.9% | $98,907-79.4% | $79,858-74.4% |
| Participation rate | 79.4% | 72.5%+6.9pp | 76.0%+3.4pp | 69.6%+9.7pp |
| Annual return | 11.97% | 60.99%-49.0pp | 196.43%-184.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $772 | $1,960-60.6% | $2,689-71.3% | $2,471-68.8% |
| Participant deferral / active EE | $2,014 | $3,265-38.3% | $4,244-52.5% | $3,740-46.1% |
| Admin fee / account holder | $164 | $6,013-97.3% | $6,642-97.5% | $5,306-96.9% |