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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 | $28,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,207 | $71,142-23.8% | $119,609-54.7% | $64,808-16.4% |
| Participation rate | 95.6% | 78.6%+16.9pp | 79.3%+16.3pp | 71.5%+24.1pp |
| Annual return | -17.33% | -10.01%-7.3pp | -14.97%-2.4pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,395 | $2,497-4.1% | $4,232-43.4% | $2,506-4.4% |
| Participant deferral / active EE | $6,465 | $4,490+44.0% | $5,602+15.4% | $4,310+50.0% |
| Admin fee / account holder | $79 | $162-51.0% | $10,323-99.2% | $188-57.7% |