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 | $10,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,398 | $90,745-58.8% | $130,231-71.3% | $75,163-50.2% |
| Participation rate | 44.4% | 71.1%-26.6pp | 76.3%-31.8pp | 67.2%-22.7pp |
| Annual return | 18.18% | 34.45%-16.3pp | 38.77%-20.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,110 | $5,362-23.4% | $6,799-39.5% | $4,125-0.4% |
| Admin fee / account holder | $203 | $6,331-96.8% | $6,020-96.6% | $5,651-96.4% |