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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,897 |
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 | $78,672 | $81,208-3.1% | $98,907-20.5% | $79,858-1.5% |
| Participation rate | 89.4% | 72.5%+16.9pp | 76.0%+13.3pp | 69.6%+19.7pp |
| Annual return | 14.95% | 60.99%-46.0pp | 196.43%-181.5pp | 31.71%-16.8pp |
| Employer contribution / active EE | $8,699 | $1,960+343.9% | $2,689+223.5% | $2,471+252.1% |
| Participant deferral / active EE | $14,676 | $3,265+349.5% | $4,244+245.8% | $3,740+292.4% |
| Admin fee / account holder | $102 | $6,013-98.3% | $6,642-98.5% | $5,306-98.1% |