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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,155 |
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 | $83,265 | $60,165+38.4% | $74,183+12.2% | $55,167+50.9% |
| Participation rate | 82.2% | 74.2%+8.0pp | 76.6%+5.6pp | 69.0%+13.2pp |
| Annual return | 7.91% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $652 | $1,600-59.3% | $2,370-72.5% | $1,963-66.8% |
| Participant deferral / active EE | $3,954 | $2,973+33.0% | $3,550+11.4% | $3,054+29.5% |
| Admin fee / account holder | $11 | $419-97.4% | $5,586-99.8% | $504-97.9% |