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 | $60,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,833 | $100,923-21.9% | $150,045-47.5% | $74,304+6.1% |
| Participation rate | 68.3% | 70.1%-1.8pp | 82.3%-14.0pp | 60.3%+8.0pp |
| Annual return | 15.50% | 51.77%-36.3pp | 62.55%-47.1pp | 29.43%-13.9pp |
| Employer contribution / active EE | $3,840 | $3,463+10.9% | $4,693-18.2% | $2,241+71.3% |
| Participant deferral / active EE | $8,763 | $6,709+30.6% | $7,997+9.6% | $3,767+132.6% |
| Admin fee / account holder | $302 | $2,767-89.1% | $13,435-97.8% | $2,969-89.8% |