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 | $31,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,977 | $50,815-37.1% | $155,509-79.4% | $77,643-58.8% |
| Participation rate | 60.0% | 63.1%-3.1pp | 78.2%-18.2pp | 70.6%-10.6pp |
| Annual return | 16.66% | 34.80%-18.1pp | 64.67%-48.0pp | 31.24%-14.6pp |
| Employer contribution / active EE | $1,234 | $1,993-38.1% | $4,672-73.6% | $2,726-54.7% |
| Participant deferral / active EE | $1,699 | $2,822-39.8% | $5,626-69.8% | $4,647-63.4% |
| Admin fee / account holder | $124 | $437-71.6% | $15,912-99.2% | $430-71.2% |