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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,830 |
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 | $50,670 | $48,277+5.0% | $63,517-20.2% | $55,191-8.2% |
| Participation rate | 92.2% | 69.4%+22.8pp | 71.0%+21.2pp | 69.2%+23.0pp |
| Annual return | 0.90% | 2.37%-1.5pp | -70.30%+71.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,954 | $1,592+22.8% | $2,322-15.8% | $1,899+2.9% |
| Participant deferral / active EE | $3,111 | $2,432+27.9% | $2,953+5.3% | $3,046+2.1% |
| Admin fee / account holder | $30 | $86-65.1% | $5,892-99.5% | $91-66.9% |