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 | $1,800 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,057 | $61,272+50.2% | $149,673-38.5% | $71,457+28.8% |
| Participation rate | 95.5% | 62.5%+33.0pp | 78.8%+16.7pp | 67.9%+27.6pp |
| Annual return | 15.74% | 35.85%-20.1pp | 134.42%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $6,506 | $2,378+173.5% | $4,818+35.0% | $2,588+151.4% |
| Participant deferral / active EE | $6,464 | $2,917+121.6% | $5,680+13.8% | $4,289+50.7% |
| Admin fee / account holder | $14 | $1,261-98.9% | $13,210-99.9% | $1,587-99.1% |