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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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,819 |
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 | $44,561 | $86,332-48.4% | $125,175-64.4% | $65,185-31.6% |
| Participation rate | 96.2% | 75.3%+20.9pp | 79.8%+16.4pp | 70.2%+26.0pp |
| Annual return | 25.89% | 27.43%-1.5pp | 43.79%-17.9pp | 29.38%-3.5pp |
| Employer contribution / active EE | $2,073 | $2,040+1.6% | $3,865-46.4% | $2,177-4.8% |
| Participant deferral / active EE | $5,475 | $3,537+54.8% | $4,937+10.9% | $3,514+55.8% |
| Admin fee / account holder | $89 | $609-85.4% | $9,702-99.1% | $847-89.5% |