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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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,895 |
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 | $53,554 | $54,701-2.1% | $86,188-37.9% | $71,457-25.1% |
| Participation rate | 30.3% | 60.1%-29.8pp | 69.0%-38.7pp | 67.9%-37.7pp |
| Annual return | 19.31% | 20.06%-0.7pp | 1168.45%-1149.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $588 | $1,265-53.5% | $2,380-75.3% | $2,588-77.3% |
| Participant deferral / active EE | $1,791 | $3,108-42.4% | $3,985-55.1% | $4,289-58.2% |
| Admin fee / account holder | $19 | $1,922-99.0% | $6,852-99.7% | $1,587-98.8% |