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 | $10,171 |
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 | $90,619 | $61,156+48.2% | $185,823-51.2% | $79,386+14.1% |
| Participation rate | 54.1% | 66.6%-12.5pp | 81.7%-27.6pp | 70.7%-16.6pp |
| Annual return | 16.63% | 19.45%-2.8pp | 122.05%-105.4pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,215 | $2,321-47.6% | $5,167-76.5% | $2,427-50.0% |
| Participant deferral / active EE | $1,711 | $2,789-38.7% | $5,568-69.3% | $4,046-57.7% |
| Admin fee / account holder | $145 | $710-79.5% | $16,237-99.1% | $626-76.8% |