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 4-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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,372 |
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 | $185,130 | $122,239+51.4% | $184,203+0.5% | $74,495+148.5% |
| Participation rate | 95.2% | 85.5%+9.7pp | 86.8%+8.4pp | 67.2%+28.0pp |
| Annual return | 31.83% | 19.95%+11.9pp | 28.81%+3.0pp | 1364.94%-1333.1pp |
| Employer contribution / active EE | $24,388 | $4,537+437.5% | $6,427+279.5% | $2,623+829.8% |
| Participant deferral / active EE | $15,934 | $7,139+123.2% | $9,131+74.5% | $4,346+266.7% |
| Admin fee / account holder | $37 | $1,260-97.1% | $13,901-99.7% | $1,942-98.1% |