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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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,508 | $46,292-47.1% | $143,757-83.0% | $64,808-62.2% |
| Participation rate | 71.7% | 64.2%+7.5pp | 80.3%-8.6pp | 71.5%+0.3pp |
| Annual return | -13.31% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,070 | $1,910-44.0% | $4,951-78.4% | $2,506-57.3% |
| Participant deferral / active EE | $1,644 | $2,646-37.9% | $5,637-70.8% | $4,310-61.9% |
| Admin fee / account holder | $134 | $154-13.1% | $14,673-99.1% | $188-28.9% |