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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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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,694 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,937 | $65,390-81.7% | $169,368-93.0% | $71,457-83.3% |
| Participation rate | 80.0% | 67.0%+13.0pp | 77.1%+2.9pp | 67.9%+12.1pp |
| Annual return | 19.06% | 21.31%-2.3pp | 405.60%-386.5pp | 28.85%-9.8pp |
| Employer contribution / active EE | $613 | $2,079-70.5% | $4,013-84.7% | $2,588-76.3% |
| Participant deferral / active EE | $1,976 | $4,367-54.8% | $6,221-68.2% | $4,289-53.9% |
| Admin fee / account holder | $27 | $1,324-98.0% | $9,003-99.7% | $1,587-98.3% |