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 7-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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,161 | $101,724-43.8% | $164,813-65.3% | $80,856-29.3% |
| Participation rate | 76.2% | 71.8%+4.4pp | 78.6%-2.4pp | 67.6%+8.6pp |
| Annual return | 15.42% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,328 | $2,953-21.2% | $4,341-46.4% | $2,755-15.5% |
| Participant deferral / active EE | $5,237 | $4,477+17.0% | $6,031-13.2% | $4,296+21.9% |
| Admin fee / account holder | $126 | $8,227-98.5% | $12,690-99.0% | $6,918-98.2% |