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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.
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 Service code 15 · EIN 11-3665754 | Recordkeeping | $26,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,240 | $78,419-30.8% | $133,956-59.5% | $73,409-26.1% |
| Participation rate | 97.2% | 78.6%+18.6pp | 79.8%+17.4pp | 72.2%+25.0pp |
| Annual return | 20.48% | 33.35%-12.9pp | 45.09%-24.6pp | 59.29%-38.8pp |
| Employer contribution / active EE | $2,243 | $2,044+9.8% | $3,919-42.8% | $2,234+0.4% |
| Participant deferral / active EE | $5,804 | $3,925+47.9% | $5,048+15.0% | $3,805+52.5% |
| Admin fee / account holder | $95 | $161-41.3% | $8,927-98.9% | $158-40.0% |