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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,375 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,691 | $71,192-51.3% | $117,854-70.6% | $62,292-44.3% |
| Participation rate | 96.6% | 74.2%+22.3pp | 79.7%+16.9pp | 69.5%+27.0pp |
| Annual return | 20.69% | 18.66%+2.0pp | 335.08%-314.4pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,811 | $1,934-6.4% | $3,786-52.2% | $2,042-11.3% |
| Participant deferral / active EE | $4,940 | $3,189+54.9% | $4,482+10.2% | $3,169+55.9% |
| Admin fee / account holder | $39 | $587-93.4% | $8,020-99.5% | $479-91.9% |