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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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,698 | $45,324-38.9% | $122,332-77.4% | $69,631-60.2% |
| Participation rate | 46.4% | 59.9%-13.5pp | 71.6%-25.2pp | 70.7%-24.3pp |
| Annual return | 16.88% | 25.35%-8.5pp | 30.27%-13.4pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $795 | $1,230-35.3% | $4,050-80.4% | $2,032-60.9% |
| Participant deferral / active EE | $1,091 | $2,367-53.9% | $3,287-66.8% | $3,224-66.2% |
| Admin fee / account holder | $44 | $87-49.1% | $5,478-99.2% | $110-59.9% |