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 8-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 | $36,523 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,041 | $61,272-82.0% | $149,673-92.6% | $71,457-84.5% |
| Participation rate | 90.1% | 62.5%+27.6pp | 78.8%+11.3pp | 67.9%+22.2pp |
| Annual return | 21.01% | 35.85%-14.8pp | 134.42%-113.4pp | 28.85%-7.8pp |
| Employer contribution / active EE | $1,386 | $2,378-41.7% | $4,818-71.2% | $2,588-46.4% |
| Participant deferral / active EE | $1,924 | $2,917-34.1% | $5,680-66.1% | $4,289-55.1% |
| Admin fee / account holder | $19 | $1,261-98.5% | $13,210-99.9% | $1,587-98.8% |