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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.
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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,755 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,825 | $91,538-39.0% | $129,995-57.1% | $75,163-25.7% |
| Participation rate | 83.9% | 71.4%+12.4pp | 78.5%+5.4pp | 67.2%+16.7pp |
| Annual return | 16.45% | -631.11%+647.6pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,502 | $2,845-47.2% | $4,320-65.2% | $2,670-43.7% |
| Participant deferral / active EE | $6,997 | $4,341+61.2% | $5,820+20.2% | $4,125+69.6% |
| Admin fee / account holder | $113 | $6,790-98.3% | $10,614-98.9% | $5,651-98.0% |