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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,468 |
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 | $60,970 | $65,435-6.8% | $86,677-29.7% | $66,914-8.9% |
| Participation rate | 73.8% | 75.5%-1.7pp | 76.6%-2.8pp | 69.8%+4.0pp |
| Annual return | -6.49% | -10.89%+4.4pp | 35.91%-42.4pp | 1.58%-8.1pp |
| Employer contribution / active EE | $3,009 | $2,153+39.7% | $2,836+6.1% | $2,544+18.3% |
| Participant deferral / active EE | $2,340 | $4,100-42.9% | $4,656-49.7% | $4,237-44.8% |
| Admin fee / account holder | $118 | $642-81.5% | $7,493-98.4% | $593-80.0% |