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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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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,183 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,927 | $50,815+409.6% | $155,509+66.5% | $77,643+233.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 19.39% | 34.80%-15.4pp | 64.67%-45.3pp | 31.24%-11.8pp |
| Employer contribution / active EE | $9,707 | $1,993+387.1% | $4,672+107.8% | $2,726+256.1% |
| Participant deferral / active EE | $8,639 | $2,822+206.1% | $5,626+53.5% | $4,647+85.9% |
| Admin fee / account holder | -$63 | $437-114.5% | $15,912-100.4% | $430-114.7% |