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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 Service code 15 · EIN 11-3665754 | Recordkeeping | $3,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,038 | $60,323-13.7% | $81,812-36.4% | $74,495-30.1% |
| Participation rate | 94.1% | 62.9%+31.3pp | 72.3%+21.8pp | 67.2%+26.9pp |
| Annual return | 13.35% | 16.90%-3.5pp | 773.79%-760.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $5,572 | $2,620+112.6% | $2,912+91.3% | $2,623+112.4% |
| Participant deferral / active EE | $2,929 | $3,387-13.5% | $4,319-32.2% | $4,346-32.6% |
| Admin fee / account holder | $40 | $1,486-97.3% | $7,386-99.5% | $1,942-97.9% |