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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,091 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,423 | $101,724-66.2% | $164,813-79.1% | $80,856-57.4% |
| Participation rate | 98.8% | 71.8%+27.0pp | 78.6%+20.2pp | 67.6%+31.2pp |
| Annual return | 6.30% | 16.72%-10.4pp | 69.93%-63.6pp | 35.59%-29.3pp |
| Employer contribution / active EE | $2,408 | $2,953-18.5% | $4,341-44.5% | $2,755-12.6% |
| Participant deferral / active EE | $2,631 | $4,477-41.2% | $6,031-56.4% | $4,296-38.8% |
| Admin fee / account holder | $103 | $8,227-98.8% | $12,690-99.2% | $6,918-98.5% |