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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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,602 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,045 | $95,803-9.1% | $113,168-23.1% | $84,808+2.6% |
| Participation rate | 92.4% | 72.9%+19.5pp | 76.6%+15.8pp | 68.3%+24.1pp |
| Annual return | 6.29% | 25.00%-18.7pp | 24.27%-18.0pp | 40.90%-34.6pp |
| Employer contribution / active EE | $6,196 | $2,360+162.5% | $2,975+108.2% | $2,631+135.5% |
| Participant deferral / active EE | $4,047 | $4,242-4.6% | $5,107-20.8% | $4,212-3.9% |
| Admin fee / account holder | $144 | $8,989-98.4% | $12,068-98.8% | $7,344-98.0% |