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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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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 15 · EIN 11-3665754 | Recordkeeping | $900 |
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 | $46,979 | $46,072+2.0% | $70,014-32.9% | $55,167-14.8% |
| Participation rate | 75.2% | 67.5%+7.8pp | 71.8%+3.4pp | 69.0%+6.2pp |
| Annual return | 6.08% | 8.68%-2.6pp | 12.99%-6.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,133 | $1,500-24.5% | $2,338-51.6% | $1,963-42.3% |
| Participant deferral / active EE | $2,166 | $2,344-7.6% | $2,931-26.1% | $3,054-29.1% |
| Admin fee / account holder | $10 | $428-97.7% | $4,380-99.8% | $504-98.0% |