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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,709 | $46,423-1.5% | $75,886-39.8% | $67,579-32.4% |
| Participation rate | 53.5% | 63.1%-9.6pp | 69.3%-15.8pp | 71.3%-17.8pp |
| Annual return | 19.18% | 32.29%-13.1pp | 30.76%-11.6pp | 378.56%-359.4pp |
| Employer contribution / active EE | $1,147 | $1,406-18.4% | $2,500-54.1% | $2,148-46.6% |
| Participant deferral / active EE | $2,006 | $2,564-21.8% | $3,603-44.3% | $3,539-43.3% |
| Admin fee / account holder | $62 | $132-53.1% | $5,418-98.9% | $142-56.5% |