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 9-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 | $5,098 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,422 | $69,362-87.9% | $101,248-91.7% | $73,488-88.5% |
| Participation rate | 91.7% | 68.4%+23.3pp | 75.8%+15.9pp | 70.7%+21.0pp |
| Annual return | 10.51% | 18.46%-8.0pp | 46.47%-36.0pp | 28.51%-18.0pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,928 | $3,300-11.3% | $4,370-33.0% | $3,740-21.7% |
| Admin fee / account holder | $22 | $704-96.9% | $5,945-99.6% | $513-95.8% |