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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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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $28,678 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $526,414 | $50,815+935.9% | $155,509+238.5% | $77,643+578.0% |
| Participation rate | 92.8% | 63.1%+29.7pp | 78.2%+14.6pp | 70.6%+22.2pp |
| Annual return | 16.32% | 34.80%-18.5pp | 64.67%-48.3pp | 31.24%-14.9pp |
| Employer contribution / active EE | $30,234 | $1,993+1417.2% | $4,672+547.1% | $2,726+1009.2% |
| Participant deferral / active EE | $14,435 | $2,822+411.5% | $5,626+156.6% | $4,647+210.6% |
| Admin fee / account holder | $707 | $437+62.0% | $15,912-95.6% | $430+64.3% |