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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.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $6,109 |
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 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 | $31,263 | $58,083-46.2% | $80,019-60.9% | $56,287-44.5% |
| Participation rate | 97.2% | 73.6%+23.6pp | 75.8%+21.4pp | 69.9%+27.3pp |
| Annual return | -6.50% | 34.61%-41.1pp | 11.22%-17.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,370 | $1,932-29.1% | $2,468-44.5% | $2,111-35.1% |
| Participant deferral / active EE | $1,748 | $3,135-44.2% | $3,686-52.6% | $3,350-47.8% |
| Admin fee / account holder | $51 | $623-91.7% | $6,521-99.2% | $521-90.1% |