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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,109 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $83,179 | $58,726+41.6% | $92,233-9.8% | $62,292+33.5% |
| Participation rate | 73.3% | 68.3%+4.9pp | 76.5%-3.2pp | 69.5%+3.8pp |
| Annual return | 18.55% | 43.62%-25.1pp | 176.28%-157.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $517 | $2,392-78.4% | $3,679-85.9% | $2,042-74.7% |
| Participant deferral / active EE | $3,037 | $2,766+9.8% | $3,897-22.1% | $3,169-4.2% |
| Admin fee / account holder | $106 | $556-81.0% | $5,194-98.0% | $479-77.9% |