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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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,633 | $52,580+41.9% | $71,671+4.1% | $70,131+6.4% |
| Participation rate | 60.9% | 60.9%0pp | 68.7%-7.8pp | 69.5%-8.6pp |
| Annual return | 17.57% | 20.25%-2.7pp | 20.65%-3.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,094 | $2,386-12.3% | $3,438-39.1% | $3,332-37.2% |
| Admin fee / account holder | $76 | $3,653-97.9% | $5,558-98.6% | $4,645-98.4% |