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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,215 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,557 | $25,723+46.0% | $69,182-45.7% | $55,167-31.9% |
| Participation rate | 73.6% | 39.4%+34.2pp | 55.1%+18.5pp | 69.0%+4.7pp |
| Annual return | 6.87% | 9.56%-2.7pp | -21.93%+28.8pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,058 | $480+120.2% | $1,206-12.3% | $1,963-46.1% |
| Participant deferral / active EE | $1,895 | $963+96.7% | $1,897-0.1% | $3,054-38.0% |
| Admin fee / account holder | $11 | $365-97.0% | $2,697-99.6% | $504-97.8% |