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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 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 Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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 | $41,716 | $46,674-10.6% | $117,472-64.5% | $68,494-39.1% |
| Participation rate | 39.2% | 56.8%-17.6pp | 70.6%-31.4pp | 67.9%-28.7pp |
| Annual return | -15.86% | -14.52%-1.3pp | 29.74%-45.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $838 | $1,505-44.3% | $4,176-79.9% | $2,596-67.7% |
| Participant deferral / active EE | $1,595 | $2,636-39.5% | $4,070-60.8% | $4,027-60.4% |
| Admin fee / account holder | $19 | $4,020-99.5% | $5,645-99.7% | $5,403-99.7% |