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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,571 |
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 | $76,934 | $79,171-2.8% | $102,423-24.9% | $74,495+3.3% |
| Participation rate | 88.2% | 74.8%+13.4pp | 76.5%+11.7pp | 67.2%+21.0pp |
| Annual return | 16.32% | 54.93%-38.6pp | 29.32%-13.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $5,176 | $2,362+119.1% | $3,023+71.2% | $2,623+97.3% |
| Participant deferral / active EE | $4,362 | $4,415-1.2% | $5,053-13.7% | $4,346+0.4% |
| Admin fee / account holder | $151 | $2,001-92.5% | $9,451-98.4% | $1,942-92.2% |