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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,827 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,617 | $76,050-7.1% | $96,544-26.9% | $71,457-1.2% |
| Participation rate | 86.8% | 74.4%+12.4pp | 76.0%+10.9pp | 67.9%+18.9pp |
| Annual return | 3.86% | 22.81%-19.0pp | 25.84%-22.0pp | 28.85%-25.0pp |
| Employer contribution / active EE | $4,565 | $2,244+103.4% | $2,965+54.0% | $2,588+76.4% |
| Participant deferral / active EE | $3,523 | $4,215-16.4% | $4,851-27.4% | $4,289-17.9% |
| Admin fee / account holder | $138 | $2,707-94.9% | $8,252-98.3% | $1,587-91.3% |