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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 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 | $85,465 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,829 | $55,331-75.0% | $81,812-83.1% | $199,593-93.1% |
| Participation rate | 88.0% | 62.5%+25.5pp | 72.3%+15.7pp | 72.0%+16.0pp |
| Annual return | 12.39% | 19.59%-7.2pp | 773.79%-761.4pp | 34.25%-21.9pp |
| Employer contribution / active EE | $673 | $2,101-68.0% | $2,912-76.9% | $3,034-77.8% |
| Participant deferral / active EE | $1,738 | $3,283-47.1% | $4,319-59.8% | $5,087-65.8% |
| Admin fee / account holder | $74 | $346-78.5% | $7,386-99.0% | $269-72.4% |