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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.
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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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,209 | $84,556+6.7% | $116,228-22.4% | $74,304+21.4% |
| Participation rate | 97.8% | 66.0%+31.8pp | 74.6%+23.3pp | 60.3%+37.5pp |
| Annual return | 15.01% | 18.35%-3.3pp | 90.06%-75.1pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,603 | $2,168+20.1% | $2,994-13.1% | $2,241+16.1% |
| Participant deferral / active EE | $4,991 | $3,814+30.8% | $4,953+0.8% | $3,767+32.5% |
| Admin fee / account holder | $128 | $3,792-96.6% | $11,989-98.9% | $2,969-95.7% |