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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.
See the 3-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 | $19,737 |
ROCKEFELLER1 year Service code 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $5,371 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,344 | $79,171-33.9% | $102,423-48.9% | $74,495-29.7% |
| Participation rate | 88.2% | 74.8%+13.4pp | 76.5%+11.7pp | 67.2%+21.0pp |
| Annual return | 11.88% | 54.93%-43.1pp | 29.32%-17.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $655 | $2,362-72.3% | $3,023-78.3% | $2,623-75.0% |
| Participant deferral / active EE | $3,387 | $4,415-23.3% | $5,053-33.0% | $4,346-22.1% |
| Admin fee / account holder | $157 | $2,001-92.1% | $9,451-98.3% | $1,942-91.9% |