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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,107 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,620 | $61,660-21.1% | $80,019-39.2% | $64,186-24.3% |
| Participation rate | 72.2% | 71.7%+0.5pp | 75.8%-3.6pp | 69.6%+2.7pp |
| Annual return | -6.17% | -0.33%-5.8pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,271 | $1,810-29.8% | $2,468-48.5% | $2,381-46.6% |
| Participant deferral / active EE | $3,534 | $2,968+19.1% | $3,686-4.1% | $3,470+1.9% |
| Admin fee / account holder | $57 | $5,417-99.0% | $6,521-99.1% | $4,888-98.8% |