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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.
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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 | $2,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,309 | $73,867-59.0% | $143,757-78.9% | $68,494-55.7% |
| Participation rate | 94.9% | 66.7%+28.2pp | 80.3%+14.6pp | 67.9%+27.0pp |
| Annual return | -7.23% | 1.01%-8.2pp | -0.04%-7.2pp | -7.84%+0.6pp |
| Employer contribution / active EE | $4,133 | $3,184+29.8% | $4,951-16.5% | $2,596+59.2% |
| Participant deferral / active EE | $3,455 | $3,384+2.1% | $5,637-38.7% | $4,027-14.2% |
| Admin fee / account holder | $17 | $5,755-99.7% | $14,673-99.9% | $5,403-99.7% |