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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $495 |
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 | $36,889 | $39,162-5.8% | $100,671-63.4% | $59,632-38.1% |
| Participation rate | 32.2% | 55.9%-23.6pp | 70.7%-38.5pp | 68.7%-36.4pp |
| Annual return | 4.02% | 21.07%-17.1pp | 20.43%-16.4pp | 2041.28%-2037.3pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,135 | $1,992-43.0% | $3,144-63.9% | $3,192-64.4% |
| Admin fee / account holder | $10 | $2,969-99.7% | $4,850-99.8% | $4,297-99.8% |