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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,857 | $71,666-54.2% | $117,854-72.1% | $69,631-52.8% |
| Participation rate | 54.0% | 77.5%-23.5pp | 79.7%-25.7pp | 70.7%-16.7pp |
| Annual return | 14.96% | 18.86%-3.9pp | 335.08%-320.1pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $917 | $1,889-51.5% | $3,786-75.8% | $2,032-54.9% |
| Participant deferral / active EE | $3,165 | $3,340-5.2% | $4,482-29.4% | $3,224-1.8% |
| Admin fee / account holder | $11 | $120-91.1% | $8,020-99.9% | $110-90.3% |