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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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,451 | $51,821-18.1% | $93,606-54.6% | - |
| Participation rate | 55.6% | 67.7%-12.1pp | 68.7%-13.2pp | - |
| Annual return | 9.87% | 11.30%-1.4pp | 133.20%-123.3pp | - |
| Employer contribution / active EE | $0 | $1,278-100.0% | $2,420-100.0% | - |
| Participant deferral / active EE | $1,863 | $3,260-42.9% | $4,411-57.8% | - |
| Admin fee / account holder | $17 | $4,565-99.6% | $8,285-99.8% | - |