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 9-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 | $2,168 |
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 | $35,981 | $79,171-54.6% | $102,423-64.9% | $74,495-51.7% |
| Participation rate | 50.9% | 74.8%-23.9pp | 76.5%-25.6pp | 67.2%-16.3pp |
| Annual return | 18.87% | 54.93%-36.1pp | 29.32%-10.5pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $1,275 | $2,362-46.0% | $3,023-57.8% | $2,623-51.4% |
| Participant deferral / active EE | $3,623 | $4,415-17.9% | $5,053-28.3% | $4,346-16.6% |
| Admin fee / account holder | $14 | $2,001-99.3% | $9,451-99.9% | $1,942-99.3% |