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 LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $6,827 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,522 | $70,908-41.4% | $98,907-58.0% | $73,488-43.5% |
| Participation rate | 83.1% | 73.8%+9.3pp | 76.0%+7.1pp | 70.7%+12.4pp |
| Annual return | 18.92% | 34.17%-15.2pp | 196.43%-177.5pp | 28.51%-9.6pp |
| Employer contribution / active EE | $117 | $2,036-94.2% | $2,689-95.6% | $2,270-94.8% |
| Participant deferral / active EE | $1,642 | $3,500-53.1% | $4,244-61.3% | $3,740-56.1% |
| Admin fee / account holder | $40 | $535-92.5% | $6,642-99.4% | $513-92.2% |