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 8-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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,610 | $26,114-59.4% | $58,482-81.9% | $74,419-85.7% |
| Participation rate | 40.5% | 32.1%+8.4pp | 50.9%-10.3pp | 70.7%-30.2pp |
| Annual return | 19.99% | 32.51%-12.5pp | 4239.32%-4219.3pp | 34.38%-14.4pp |
| Employer contribution / active EE | $353 | $536-34.1% | $1,053-66.5% | $2,637-86.6% |
| Participant deferral / active EE | $921 | $1,075-14.3% | $1,924-52.1% | $4,528-79.7% |
| Admin fee / account holder | $85 | $649-86.9% | $2,516-96.6% | $348-75.5% |