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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,757 | $102,317-55.3% | $146,958-68.9% | $80,856-43.4% |
| Participation rate | 89.1% | 75.8%+13.2pp | 82.2%+6.9pp | 67.6%+21.4pp |
| Annual return | 20.91% | 134.76%-113.9pp | 418.34%-397.4pp | 35.59%-14.7pp |
| Employer contribution / active EE | $3,166 | $3,713-14.7% | $4,933-35.8% | $2,755+14.9% |
| Participant deferral / active EE | $8,614 | $6,644+29.7% | $8,070+6.7% | $4,296+100.5% |
| Admin fee / account holder | $104 | $7,941-98.7% | $12,998-99.2% | $6,918-98.5% |