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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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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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,155 |
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 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 | $51,142 | $71,192-28.2% | $117,854-56.6% | $62,292-17.9% |
| Participation rate | 31.3% | 74.2%-42.9pp | 79.7%-48.3pp | 69.5%-38.2pp |
| Annual return | 17.93% | 18.66%-0.7pp | 335.08%-317.1pp | 28.90%-11.0pp |
| Employer contribution / active EE | $688 | $1,934-64.4% | $3,786-81.8% | $2,042-66.3% |
| Participant deferral / active EE | $1,705 | $3,189-46.5% | $4,482-62.0% | $3,169-46.2% |
| Admin fee / account holder | $87 | $587-85.1% | $8,020-98.9% | $479-81.8% |