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 6-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 LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,301 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,261 | $102,317-66.5% | $146,958-76.7% | $80,856-57.6% |
| Participation rate | 63.8% | 75.8%-12.0pp | 82.2%-18.3pp | 67.6%-3.8pp |
| Annual return | 10.88% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,871 | $3,713+4.3% | $4,933-21.5% | $2,755+40.5% |
| Participant deferral / active EE | $8,985 | $6,644+35.2% | $8,070+11.3% | $4,296+109.2% |
| Admin fee / account holder | $67 | $7,941-99.2% | $12,998-99.5% | $6,918-99.0% |