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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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,553 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,119 | $101,317+24.5% | $146,958-14.2% | $74,495+69.3% |
| Participation rate | 85.3% | 75.5%+9.8pp | 82.2%+3.1pp | 67.2%+18.1pp |
| Annual return | 13.09% | 8730.91%-8717.8pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,272 | $3,810-14.1% | $4,933-33.7% | $2,623+24.7% |
| Participant deferral / active EE | $6,267 | $7,303-14.2% | $8,070-22.3% | $4,346+44.2% |
| Admin fee / account holder | $48 | $1,739-97.2% | $12,998-99.6% | $1,942-97.5% |