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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $56,142 |
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 | $24,477 | $58,290-58.0% | $98,442-75.1% | $86,799-71.8% |
| Participation rate | 90.1% | 68.3%+21.7pp | 73.3%+16.7pp | 72.3%+17.8pp |
| Annual return | 14.38% | 43.48%-29.1pp | 1492.73%-1478.3pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,325 | $2,008-34.0% | $2,960-55.2% | $2,405-44.9% |
| Participant deferral / active EE | $2,836 | $3,152-10.0% | $4,276-33.7% | $4,131-31.3% |
| Admin fee / account holder | $51 | $138-63.3% | $5,949-99.1% | $170-70.2% |