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 13 · EIN 11-3665754 | Contract Administrator | $7,013 |
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 | $38,348 | $56,629-32.3% | $77,999-50.8% | $55,167-30.5% |
| Participation rate | 88.5% | 73.3%+15.2pp | 75.5%+12.9pp | 69.0%+19.5pp |
| Annual return | 10.69% | 2866.98%-2856.3pp | 425.96%-415.3pp | 169.23%-158.5pp |
| Employer contribution / active EE | $1,460 | $1,723-15.2% | $2,470-40.9% | $1,963-25.6% |
| Participant deferral / active EE | $1,536 | $2,777-44.7% | $3,497-56.1% | $3,054-49.7% |
| Admin fee / account holder | $57 | $467-87.7% | $5,480-99.0% | $504-88.6% |