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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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,426 | $26,549+105.0% | $61,373-11.3% | $66,914-18.7% |
| Participation rate | 24.1% | 38.1%-14.0pp | 52.6%-28.5pp | 69.8%-45.7pp |
| Annual return | -12.70% | -16.21%+3.5pp | 338.61%-351.3pp | 1.58%-14.3pp |
| Employer contribution / active EE | $666 | $651+2.2% | $1,159-42.6% | $2,544-73.8% |
| Participant deferral / active EE | $1,440 | $1,338+7.6% | $2,125-32.2% | $4,237-66.0% |
| Admin fee / account holder | $14 | $409-96.5% | $2,130-99.3% | $593-97.6% |