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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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,813 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,392 | $69,763-80.8% | $67,502-80.2% | $74,495-82.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.04% | -40.34%+54.4pp | 3512.12%-3498.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,103 | $2,704+14.7% | $2,731+13.6% | $2,623+18.3% |
| Participant deferral / active EE | $2,000 | $3,636-45.0% | $4,000-50.0% | $4,346-54.0% |
| Admin fee / account holder | $74 | $896-91.8% | $3,998-98.2% | $1,942-96.2% |