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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $12,392 |
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 | $156,113 | $80,724+93.4% | $103,333+51.1% | $74,495+109.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.24% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $13,802 | $3,157+337.1% | $3,868+256.8% | $2,623+426.2% |
| Participant deferral / active EE | $6,977 | $3,860+80.7% | $5,057+38.0% | $4,346+60.6% |
| Admin fee / account holder | $76 | $2,368-96.8% | $8,355-99.1% | $1,942-96.1% |