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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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,519 |
Service code 10 · EIN 25-1031405 | Accounting | $14,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,872 | $49,915+64.0% | $154,803-47.1% | $74,304+10.2% |
| Participation rate | 80.6% | 54.0%+26.7pp | 78.1%+2.6pp | 60.3%+20.3pp |
| Annual return | 11.62% | 34.06%-22.4pp | 58.88%-47.3pp | 29.43%-17.8pp |
| Employer contribution / active EE | $1,844 | $1,611+14.4% | $4,305-57.2% | $2,241-17.7% |
| Participant deferral / active EE | $2,792 | $2,255+23.8% | $5,540-49.6% | $3,767-25.9% |
| Admin fee / account holder | $152 | $2,189-93.1% | $14,329-98.9% | $2,969-94.9% |