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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,655 | $74,024-5.9% | $77,999-10.7% | $57,658+20.8% |
| Participation rate | 50.4% | 79.7%-29.4pp | 75.5%-25.1pp | 70.2%-19.9pp |
| Annual return | 8.19% | 12.14%-4.0pp | 425.96%-417.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $571 | $2,365-75.9% | $2,470-76.9% | $1,974-71.1% |
| Participant deferral / active EE | $2,425 | $3,533-31.4% | $3,497-30.7% | $3,061-20.8% |
| Admin fee / account holder | $11 | $93-88.1% | $5,480-99.8% | $95-88.3% |