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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 LLC6 years Filed as: TRIUNE FINANCIAL PARTNERS LLC Service code 26 7400 COLLEGE BLVD, STE 300 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $6,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,539 | $64,119-22.7% | $112,228-55.9% | $66,914-26.0% |
| Participation rate | 43.9% | 68.5%-24.5pp | 75.1%-31.1pp | 69.8%-25.9pp |
| Annual return | -19.44% | -13.81%-5.6pp | 27.45%-46.9pp | 1.58%-21.0pp |
| Employer contribution / active EE | $446 | $3,005-85.2% | $3,635-87.7% | $2,544-82.5% |
| Participant deferral / active EE | $2,111 | $3,693-42.8% | $4,728-55.3% | $4,237-50.2% |
| Admin fee / account holder | $345 | $625-44.9% | $6,410-94.6% | $593-41.9% |