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 | $33,129 |
Service code 10 · EIN 25-1031405 | Accounting | $13,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,581 | $50,815+52.7% | $155,509-50.1% | $77,643-0.1% |
| Participation rate | 79.8% | 63.1%+16.7pp | 78.2%+1.7pp | 70.6%+9.3pp |
| Annual return | 13.77% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,855 | $1,993-6.9% | $4,672-60.3% | $2,726-32.0% |
| Participant deferral / active EE | $2,314 | $2,822-18.0% | $5,626-58.9% | $4,647-50.2% |
| Admin fee / account holder | $153 | $437-65.1% | $15,912-99.0% | $430-64.6% |