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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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,086 |
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 | $49,421 | $51,288-3.6% | $81,983-39.7% | $73,409-32.7% |
| Participation rate | 51.6% | 64.0%-12.4pp | 69.2%-17.7pp | 72.2%-20.6pp |
| Annual return | 12.45% | 29.48%-17.0pp | 41.31%-28.9pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,096 | $1,487-26.3% | $2,498-56.1% | $2,234-50.9% |
| Participant deferral / active EE | $1,940 | $2,715-28.5% | $3,722-47.9% | $3,805-49.0% |
| Admin fee / account holder | $57 | $125-54.6% | $5,664-99.0% | $158-64.0% |