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 LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $8,327 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,935 | $89,248+36.6% | $136,007-10.3% | $74,495+63.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.48% | 22.76%-10.3pp | 579.32%-566.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,083 | $2,838+8.7% | $4,217-26.9% | $2,623+17.5% |
| Participant deferral / active EE | $6,181 | $4,598+34.4% | $7,025-12.0% | $4,346+42.2% |
| Admin fee / account holder | $42 | $1,545-97.3% | $6,858-99.4% | $1,942-97.9% |