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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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,650 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,616 | $77,899-59.4% | $149,673-78.9% | $75,163-57.9% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 12.63% | 31.72%-19.1pp | 134.42%-121.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $4,591 | $3,137+46.3% | $4,818-4.7% | $2,670+71.9% |
| Participant deferral / active EE | $3,484 | $3,411+2.2% | $5,680-38.7% | $4,125-15.5% |
| Admin fee / account holder | $10 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |