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 8-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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,126 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,335 | $61,156-81.5% | $185,823-93.9% | $79,386-85.7% |
| Participation rate | 97.5% | 66.6%+30.9pp | 81.7%+15.8pp | 70.7%+26.8pp |
| Annual return | 14.75% | 19.45%-4.7pp | 122.05%-107.3pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,453 | $2,321-37.4% | $5,167-71.9% | $2,427-40.1% |
| Participant deferral / active EE | $1,804 | $2,789-35.3% | $5,568-67.6% | $4,046-55.4% |
| Admin fee / account holder | $15 | $710-97.9% | $16,237-99.9% | $626-97.6% |