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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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,199 |
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 | $70,792 | $60,989+16.1% | $60,874+16.3% | $66,914+5.8% |
| Participation rate | 59.3% | 74.5%-15.2pp | 73.1%-13.8pp | 69.8%-10.5pp |
| Annual return | -14.01% | -9.60%-4.4pp | 16.90%-30.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,027 | $2,661-23.8% | $2,701-25.0% | $2,544-20.3% |
| Participant deferral / active EE | $4,068 | $3,615+12.5% | $3,817+6.6% | $4,237-4.0% |
| Admin fee / account holder | $91 | $338-73.2% | $3,224-97.2% | $593-84.7% |