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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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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 38 · EIN 11-3665754 | Participant Communication | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $646,302 | $111,608+479.1% | $177,821+263.5% | $73,409+780.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 14.22% | 18.23%-4.0pp | 48.32%-34.1pp | 59.29%-45.1pp |
| Employer contribution / active EE | $17,458 | $3,796+359.9% | $5,918+195.0% | $2,234+681.6% |
| Participant deferral / active EE | $12,042 | $6,199+94.3% | $7,714+56.1% | $3,805+216.4% |
| Admin fee / account holder | $175 | $166+5.4% | $12,427-98.6% | $158+10.5% |