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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,749 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,084 | $67,984-46.9% | $65,493-44.9% | $74,304-51.4% |
| Participation rate | 78.9% | 66.3%+12.5pp | 73.1%+5.8pp | 60.3%+18.5pp |
| Annual return | 12.55% | 19.87%-7.3pp | 982.45%-969.9pp | 29.43%-16.9pp |
| Employer contribution / active EE | $2,280 | $2,491-8.5% | $2,574-11.4% | $2,241+1.7% |
| Participant deferral / active EE | $2,903 | $3,346-13.3% | $3,961-26.7% | $3,767-22.9% |
| Admin fee / account holder | $107 | $1,373-92.2% | $5,028-97.9% | $2,969-96.4% |