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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,097 |
ASCENSUS LLC6 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $12,380 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,833 | $50,982-82.7% | $154,803-94.3% | $85,563-89.7% |
| Participation rate | 94.9% | 59.8%+35.1pp | 78.1%+16.8pp | 66.0%+29.0pp |
| Annual return | 15.56% | 30.35%-14.8pp | 58.88%-43.3pp | 31.51%-16.0pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,209 | $2,474-10.7% | $5,540-60.1% | $4,375-49.5% |
| Admin fee / account holder | $177 | $846-79.1% | $14,329-98.8% | $834-78.8% |