Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $16,889 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,969 | $57,330-79.1% | $86,656-86.2% | $75,177-84.1% |
| Participation rate | 95.5% | 63.2%+32.3pp | 71.7%+23.7pp | 67.2%+28.2pp |
| Annual return | 13.82% | 2675.40%-2661.6pp | 593.09%-579.3pp | 160.75%-146.9pp |
| Employer contribution / active EE | $591 | $2,316-74.5% | $3,025-80.5% | $2,671-77.9% |
| Participant deferral / active EE | $2,586 | $3,320-22.1% | $4,439-41.7% | $4,126-37.3% |
| Admin fee / account holder | $122 | $4,115-97.0% | $5,619-97.8% | $5,651-97.8% |