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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.
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 | $9,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,423 | $83,427-64.7% | $115,756-74.6% | $68,494-57.0% |
| Participation rate | 42.7% | 71.9%-29.2pp | 77.1%-34.4pp | 67.9%-25.2pp |
| Annual return | -18.87% | -10.95%-7.9pp | 143.14%-162.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,372 | $5,355-37.0% | $6,254-46.1% | $4,027-16.3% |
| Admin fee / account holder | $175 | $5,708-96.9% | $8,124-97.8% | $5,403-96.8% |