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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,418 |
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 | $24,657 | $72,177-65.8% | $115,037-78.6% | $59,632-58.7% |
| Participation rate | 92.7% | 72.6%+20.2pp | 81.4%+11.3pp | 68.7%+24.0pp |
| Annual return | 0.57% | 12.02%-11.4pp | 26.14%-25.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $752 | $2,841-73.6% | $4,608-83.7% | $2,203-65.9% |
| Participant deferral / active EE | $4,989 | $4,783+4.3% | $6,026-17.2% | $3,192+56.3% |
| Admin fee / account holder | $61 | $4,927-98.8% | $8,175-99.3% | $4,297-98.6% |