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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,120 |
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 | $82,939 | $62,127+33.5% | $81,382+1.9% | $74,495+11.3% |
| Participation rate | 98.2% | 64.0%+34.2pp | 69.5%+28.7pp | 67.2%+31.0pp |
| Annual return | 23.48% | 16.48%+7.0pp | 24.73%-1.3pp | 1364.94%-1341.5pp |
| Employer contribution / active EE | $1,993 | $1,882+5.9% | $2,463-19.1% | $2,623-24.0% |
| Participant deferral / active EE | $3,878 | $3,229+20.1% | $3,883-0.1% | $4,346-10.8% |
| Admin fee / account holder | $13 | $1,934-99.3% | $5,768-99.8% | $1,942-99.3% |