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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.
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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,036 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,853 | $88,083-38.9% | $164,813-67.3% | $74,495-27.7% |
| Participation rate | 86.5% | 73.0%+13.4pp | 78.6%+7.9pp | 67.2%+19.3pp |
| Annual return | 15.28% | 17.26%-2.0pp | 69.93%-54.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,393 | $2,593-7.7% | $4,341-44.9% | $2,623-8.8% |
| Participant deferral / active EE | $4,831 | $4,498+7.4% | $6,031-19.9% | $4,346+11.2% |
| Admin fee / account holder | $12 | $2,234-99.4% | $12,690-99.9% | $1,942-99.4% |