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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 | $11,314 |
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 | $11,758 | $66,098-82.2% | $101,794-88.4% | $74,304-84.2% |
| Participation rate | 84.3% | 53.8%+30.6pp | 69.2%+15.2pp | 60.3%+24.0pp |
| Annual return | 16.40% | 19.59%-3.2pp | 30.53%-14.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $996 | $1,082-7.9% | $2,289-56.5% | $2,241-55.6% |
| Participant deferral / active EE | $3,030 | $2,781+8.9% | $4,084-25.8% | $3,767-19.6% |
| Admin fee / account holder | $42 | $4,146-99.0% | $8,777-99.5% | $2,969-98.6% |