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 3-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 LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,173 |
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 | $5,687 | $49,915-88.6% | $154,803-96.3% | $74,304-92.3% |
| Participation rate | 89.9% | 54.0%+35.9pp | 78.1%+11.8pp | 60.3%+29.5pp |
| Annual return | 19.08% | 34.06%-15.0pp | 58.88%-39.8pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,053 | $1,611-34.6% | $4,305-75.5% | $2,241-53.0% |
| Participant deferral / active EE | $1,767 | $2,255-21.6% | $5,540-68.1% | $3,767-53.1% |
| Admin fee / account holder | $130 | $2,189-94.0% | $14,329-99.1% | $2,969-95.6% |