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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,428 | $67,984+68.3% | $65,493+74.7% | $74,304+54.0% |
| Participation rate | 59.3% | 66.3%-7.0pp | 73.1%-13.7pp | 60.3%-1.0pp |
| Annual return | 13.48% | 19.87%-6.4pp | 982.45%-969.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,313 | $2,491-7.2% | $2,574-10.2% | $2,241+3.2% |
| Participant deferral / active EE | $4,626 | $3,346+38.2% | $3,961+16.8% | $3,767+22.8% |
| Admin fee / account holder | $93 | $1,373-93.2% | $5,028-98.2% | $2,969-96.9% |