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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,577 | $91,372-29.3% | $129,995-50.3% | $74,419-13.2% |
| Participation rate | 95.3% | 77.8%+17.5pp | 78.5%+16.8pp | 70.7%+24.6pp |
| Annual return | 19.25% | 23.21%-4.0pp | -137.18%+156.4pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,580 | $2,563+0.6% | $4,320-40.3% | $2,637-2.2% |
| Participant deferral / active EE | $6,863 | $4,721+45.4% | $5,820+17.9% | $4,528+51.6% |
| Admin fee / account holder | $76 | $283-73.2% | $10,614-99.3% | $348-78.2% |