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 | $30,321 |
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 | $36,339 | $59,263-38.7% | $96,562-62.4% | $79,386-54.2% |
| Participation rate | 81.2% | 61.9%+19.3pp | 69.8%+11.4pp | 70.7%+10.5pp |
| Annual return | 9.75% | 27.07%-17.3pp | 37.78%-28.0pp | 116.85%-107.1pp |
| Employer contribution / active EE | $957 | $1,216-21.2% | $2,356-59.4% | $2,427-60.6% |
| Participant deferral / active EE | $2,954 | $2,948+0.2% | $3,849-23.3% | $4,046-27.0% |
| Admin fee / account holder | $91 | $658-86.3% | $6,181-98.5% | $626-85.6% |