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.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,349 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,357 | $55,416-92.1% | $75,972-94.3% | $77,643-94.4% |
| Participation rate | 86.4% | 63.6%+22.8pp | 69.1%+17.4pp | 70.6%+15.8pp |
| Annual return | 42.56% | 17.07%+25.5pp | 359.55%-317.0pp | 31.24%+11.3pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,412 | $3,447-30.0% | $4,255-43.3% | $4,647-48.1% |
| Admin fee / account holder | $26 | $414-93.7% | $6,467-99.6% | $430-93.9% |