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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 3-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 | $16,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,543 | $36,806-49.6% | $69,647-73.4% | $77,643-76.1% |
| Participation rate | 40.8% | 64.4%-23.6pp | 66.5%-25.7pp | 70.6%-29.8pp |
| Annual return | 12.84% | 38.81%-26.0pp | 100.48%-87.6pp | 31.24%-18.4pp |
| Employer contribution / active EE | $656 | $1,257-47.8% | $1,712-61.7% | $2,726-75.9% |
| Participant deferral / active EE | $1,025 | $2,738-62.6% | $2,886-64.5% | $4,647-77.9% |
| Admin fee / account holder | $136 | $507-73.1% | $4,713-97.1% | $430-68.3% |