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 4-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: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $13,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,379 | $45,719-70.7% | $96,139-86.1% | $93,030-85.6% |
| Participation rate | 17.8% | 45.8%-28.0pp | 68.4%-50.6pp | 73.9%-56.1pp |
| Annual return | 0.00% | 3211.95%-3211.9pp | 191.94%-191.9pp | 158.70%-158.7pp |
| Employer contribution / active EE | $205 | $1,139-82.0% | $2,797-92.7% | $2,706-92.4% |
| Participant deferral / active EE | $404 | $2,344-82.8% | $4,349-90.7% | $4,562-91.1% |
| Admin fee / account holder | $22 | $128-82.4% | $5,537-99.6% | $152-85.2% |