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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.
See the 7-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 | $4,720 |
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 | $11,036 | $30,086-63.3% | $61,373-82.0% | $64,808-83.0% |
| Participation rate | 15.6% | 36.4%-20.8pp | 52.6%-37.0pp | 71.5%-55.9pp |
| Annual return | -16.04% | -13.99%-2.0pp | 338.61%-354.6pp | 32.82%-48.9pp |
| Employer contribution / active EE | $168 | $536-68.6% | $1,159-85.5% | $2,506-93.3% |
| Participant deferral / active EE | $734 | $1,126-34.8% | $2,125-65.4% | $4,310-83.0% |
| Admin fee / account holder | $61 | $148-58.7% | $2,130-97.1% | $188-67.4% |