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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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,888 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,403 | $54,517+148.4% | $75,972+78.2% | $74,495+81.8% |
| Participation rate | 95.9% | 60.3%+35.6pp | 69.1%+26.9pp | 67.2%+28.7pp |
| Annual return | 16.24% | 31.82%-15.6pp | 359.55%-343.3pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $6,245 | $1,777+251.4% | $2,685+132.6% | $2,623+138.1% |
| Participant deferral / active EE | $8,984 | $3,066+193.1% | $4,255+111.1% | $4,346+106.7% |
| Admin fee / account holder | $121 | $2,229-94.5% | $6,467-98.1% | $1,942-93.7% |