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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 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 | $2,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,263 | $163,264-81.5% | $155,509-80.5% | - |
| Participation rate | 98.0% | 62.7%+35.3pp | 78.2%+19.8pp | - |
| Annual return | 17.12% | 19.38%-2.3pp | 64.67%-47.5pp | - |
| Employer contribution / active EE | $4,786 | $2,490+92.2% | $4,672+2.4% | - |
| Participant deferral / active EE | $2,846 | $2,914-2.3% | $5,626-49.4% | - |
| Admin fee / account holder | $16 | $96,217-100.0% | $15,912-99.9% | - |