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 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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,875 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,545 | $79,700-37.8% | $153,485-67.7% | $74,495-33.5% |
| Participation rate | 91.7% | 69.8%+21.9pp | 77.1%+14.6pp | 67.2%+24.5pp |
| Annual return | 14.81% | 15.07%-0.3pp | 15.65%-0.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,907 | $4,016-27.6% | $5,039-42.3% | $2,623+10.8% |
| Participant deferral / active EE | $3,575 | $5,315-32.7% | $6,757-47.1% | $4,346-17.7% |
| Admin fee / account holder | $10 | $1,790-99.5% | $12,724-99.9% | $1,942-99.5% |