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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,910 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,342 | $69,305-72.1% | $82,313-76.5% | $69,631-72.2% |
| Participation rate | 87.5% | 80.3%+7.2pp | 76.9%+10.6pp | 70.7%+16.8pp |
| Annual return | 22.00% | 21.47%+0.5pp | 25.88%-3.9pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $1,489 | $1,887-21.1% | $2,428-38.7% | $2,032-26.7% |
| Participant deferral / active EE | $3,216 | $3,568-9.9% | $3,706-13.2% | $3,224-0.2% |
| Admin fee / account holder | $27 | $97-72.3% | $5,608-99.5% | $110-75.6% |