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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,899 | $79,171+17.3% | $102,423-9.3% | $74,495+24.7% |
| Participation rate | 98.3% | 74.8%+23.5pp | 76.5%+21.8pp | 67.2%+31.1pp |
| Annual return | 16.49% | 54.93%-38.4pp | 29.32%-12.8pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $5,273 | $2,362+123.2% | $3,023+74.4% | $2,623+101.0% |
| Participant deferral / active EE | $17,581 | $4,415+298.2% | $5,053+247.9% | $4,346+304.5% |
| Admin fee / account holder | $20 | $2,001-99.0% | $9,451-99.8% | $1,942-98.9% |