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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,750 |
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 | $61,561 | $59,417+3.6% | $93,606-34.2% | $74,495-17.4% |
| Participation rate | 28.7% | 59.7%-30.9pp | 68.7%-40.0pp | 67.2%-38.5pp |
| Annual return | 25.56% | 81.83%-56.3pp | 133.20%-107.6pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $616 | $1,264-51.2% | $2,420-74.5% | $2,623-76.5% |
| Participant deferral / active EE | $1,923 | $3,050-37.0% | $4,411-56.4% | $4,346-55.8% |
| Admin fee / account holder | $27 | $3,021-99.1% | $8,285-99.7% | $1,942-98.6% |