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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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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,507 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $156,317 | $136,307+14.7% | $177,821-12.1% | $73,488+112.7% |
| Participation rate | 92.6% | 86.1%+6.5pp | 87.7%+4.9pp | 70.7%+21.9pp |
| Annual return | 17.56% | 18.68%-1.1pp | 48.32%-30.8pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,927 | $3,712-21.2% | $5,918-50.5% | $2,270+28.9% |
| Participant deferral / active EE | $5,366 | $5,829-7.9% | $7,714-30.4% | $3,740+43.5% |
| Admin fee / account holder | $19 | $596-96.9% | $12,427-99.9% | $513-96.4% |