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.
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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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $43,044 |
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 | $43,790 | $69,631-37.1% | $56,429-22.4% | $69,631-37.1% |
| Participation rate | 95.7% | 70.7%+25.0pp | 80.0%+15.6pp | 70.7%+25.0pp |
| Annual return | 16.90% | 27571.02%-27554.1pp | 19.04%-2.1pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $2,277 | $2,032+12.1% | $3,405-33.1% | $2,032+12.1% |
| Participant deferral / active EE | $2,584 | $3,224-19.8% | $3,951-34.6% | $3,224-19.8% |
| Admin fee / account holder | $93 | $110-15.5% | $4,466-97.9% | $110-15.5% |