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 | $10,577 |
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 | $61,680 | $52,639+17.2% | $185,117-66.7% | $62,292-1.0% |
| Participation rate | 93.2% | 63.9%+29.3pp | 77.3%+15.9pp | 69.5%+23.7pp |
| Annual return | 16.41% | 19.57%-3.2pp | 40.50%-24.1pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,263 | $1,483-14.8% | $4,182-69.8% | $2,042-38.2% |
| Participant deferral / active EE | $3,505 | $3,097+13.2% | $5,045-30.5% | $3,169+10.6% |
| Admin fee / account holder | $45 | $374-88.0% | $8,159-99.4% | $479-90.6% |