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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.
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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 | $125,165 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,016 | $55,416-76.5% | $75,972-82.9% | $77,643-83.2% |
| Participation rate | 95.3% | 63.6%+31.7pp | 69.1%+26.3pp | 70.6%+24.7pp |
| Annual return | 12.89% | 17.07%-4.2pp | 359.55%-346.7pp | 31.24%-18.3pp |
| Employer contribution / active EE | $834 | $1,788-53.4% | $2,685-68.9% | $2,726-69.4% |
| Participant deferral / active EE | $2,543 | $3,447-26.2% | $4,255-40.2% | $4,647-45.3% |
| Admin fee / account holder | $88 | $414-78.7% | $6,467-98.6% | $430-79.5% |