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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.
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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $34,936 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,196 | $47,126-84.7% | $149,673-95.2% | $74,419-90.3% |
| Participation rate | 86.8% | 63.4%+23.4pp | 78.8%+8.0pp | 70.7%+16.1pp |
| Annual return | 24.65% | 22.75%+1.9pp | 134.42%-109.8pp | 34.38%-9.7pp |
| Employer contribution / active EE | $14 | $1,905-99.2% | $4,818-99.7% | $2,637-99.5% |
| Participant deferral / active EE | $2,062 | $2,728-24.4% | $5,680-63.7% | $4,528-54.5% |
| Admin fee / account holder | $93 | $343-72.7% | $13,210-99.3% | $348-73.1% |