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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,984 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,050 | $87,870+51.4% | $113,168+17.6% | $74,304+79.1% |
| Participation rate | 88.9% | 70.7%+18.1pp | 76.6%+12.3pp | 60.3%+28.5pp |
| Annual return | 13.89% | 26.44%-12.5pp | 24.27%-10.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $6,729 | $2,277+195.5% | $2,975+126.2% | $2,241+200.3% |
| Participant deferral / active EE | $5,932 | $4,241+39.9% | $5,107+16.2% | $3,767+57.5% |
| Admin fee / account holder | $130 | $3,368-96.1% | $12,068-98.9% | $2,969-95.6% |