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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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,564 |
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 | $23,731 | $81,625-70.9% | $167,512-85.8% | $74,304-68.1% |
| Participation rate | 79.4% | 60.0%+19.4pp | 77.1%+2.4pp | 60.3%+19.1pp |
| Annual return | 16.28% | 26.09%-9.8pp | 1615.79%-1599.5pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,040 | $2,010-48.3% | $3,882-73.2% | $2,241-53.6% |
| Participant deferral / active EE | $2,521 | $4,115-38.7% | $6,405-60.6% | $3,767-33.1% |
| Admin fee / account holder | $111 | $3,474-96.8% | $9,769-98.9% | $2,969-96.3% |