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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,653 |
MKD CPAS PLLC3+ years Service code 10 1809 - 7TH AVE TOWER BUILDING · SEATTLE, WA 98101 | Accounting | $7,500 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,901 | $63,299+5.7% | $91,001-26.5% | $62,292+7.4% |
| Participation rate | 85.2% | 73.3%+11.9pp | 75.6%+9.6pp | 69.5%+15.7pp |
| Annual return | 15.56% | 20.99%-5.4pp | 4.60%+11.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,134 | $1,807+18.1% | $2,456-13.1% | $2,042+4.5% |
| Participant deferral / active EE | $3,808 | $2,943+29.4% | $3,547+7.3% | $3,169+20.1% |
| Admin fee / account holder | $145 | $468-69.1% | $5,417-97.3% | $479-69.8% |