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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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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 | $15,172 |
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 | $20,178 | $73,360-72.5% | $177,989-88.7% | $74,495-72.9% |
| Participation rate | 76.9% | 66.6%+10.3pp | 77.1%-0.2pp | 67.2%+9.7pp |
| Annual return | 14.57% | 17.49%-2.9pp | 294.48%-279.9pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $944 | $2,216-57.4% | $3,949-76.1% | $2,623-64.0% |
| Participant deferral / active EE | $2,325 | $4,513-48.5% | $6,276-63.0% | $4,346-46.5% |
| Admin fee / account holder | $72 | $1,808-96.0% | $10,363-99.3% | $1,942-96.3% |