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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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,060 |
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 | $52,366 | $56,629-7.5% | $77,999-32.9% | $55,167-5.1% |
| Participation rate | 65.8% | 73.3%-7.5pp | 75.5%-9.7pp | 69.0%-3.2pp |
| Annual return | 5.66% | 2866.98%-2861.3pp | 425.96%-420.3pp | 169.23%-163.6pp |
| Employer contribution / active EE | $542 | $1,723-68.5% | $2,470-78.1% | $1,963-72.4% |
| Participant deferral / active EE | $1,520 | $2,777-45.3% | $3,497-56.5% | $3,054-50.2% |
| Admin fee / account holder | $24 | $467-94.8% | $5,480-99.6% | $504-95.2% |