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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,956 | $52,884+47.4% | $84,750-8.0% | $55,167+41.3% |
| Participation rate | 69.9% | 67.5%+2.4pp | 76.6%-6.7pp | 69.0%+0.9pp |
| Annual return | 8.61% | 18.03%-9.4pp | 22.78%-14.2pp | 169.23%-160.6pp |
| Employer contribution / active EE | $551 | $2,233-75.3% | $3,574-84.6% | $1,963-71.9% |
| Participant deferral / active EE | $3,183 | $2,644+20.4% | $3,712-14.2% | $3,054+4.2% |
| Admin fee / account holder | $134 | $581-76.8% | $5,332-97.5% | $504-73.3% |