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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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $22,790 |
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 | $15,089 | $78,485-80.8% | $106,213-85.8% | $74,495-79.7% |
| Participation rate | 96.7% | 72.8%+23.9pp | 75.3%+21.4pp | 67.2%+29.5pp |
| Annual return | 14.76% | 15.95%-1.2pp | 116.14%-101.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,189 | $2,523-52.9% | $3,171-62.5% | $2,623-54.7% |
| Participant deferral / active EE | $2,946 | $4,322-31.9% | $5,016-41.3% | $4,346-32.2% |
| Admin fee / account holder | $126 | $2,232-94.3% | $11,033-98.9% | $1,942-93.5% |