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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $270 |
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 | $106,996 | $56,114+90.7% | $96,139+11.3% | $85,850+24.6% |
| Participation rate | 15.8% | 56.7%-40.9pp | 68.4%-52.7pp | 69.3%-53.5pp |
| Annual return | 12.55% | 42.30%-29.8pp | 191.94%-179.4pp | 318.53%-306.0pp |
| Employer contribution / active EE | $471 | $1,620-71.0% | $2,797-83.2% | $2,565-81.7% |
| Participant deferral / active EE | $1,056 | $2,859-63.1% | $4,349-75.7% | $3,952-73.3% |
| Admin fee / account holder | $15 | $3,768-99.6% | $5,537-99.7% | $6,260-99.8% |