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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,336 | $55,415-48.9% | $155,509-81.8% | $74,495-62.0% |
| Participation rate | 40.0% | 61.9%-21.9pp | 78.2%-38.2pp | 67.2%-27.2pp |
| Annual return | 12.59% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,532 | $2,267-32.4% | $4,672-67.2% | $2,623-41.6% |
| Participant deferral / active EE | $1,588 | $2,836-44.0% | $5,626-71.8% | $4,346-63.5% |
| Admin fee / account holder | $45 | $1,738-97.4% | $15,912-99.7% | $1,942-97.7% |