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 9-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 |
|---|---|---|
THE ASCENT GROUP, LLC3 years Service code 99 · EIN 86-3001816 | Other Fees | $50,100 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $9,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,554 | $100,923+4.6% | $150,045-29.7% | $74,304+42.1% |
| Participation rate | 97.0% | 70.1%+27.0pp | 82.3%+14.7pp | 60.3%+36.7pp |
| Annual return | 19.31% | 51.77%-32.5pp | 62.55%-43.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,538 | $3,463-55.6% | $4,693-67.2% | $2,241-31.4% |
| Participant deferral / active EE | $12,864 | $6,709+91.7% | $7,997+60.9% | $3,767+241.5% |
| Admin fee / account holder | $431 | $2,767-84.4% | $13,435-96.8% | $2,969-85.5% |