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 |
|---|---|---|
Service code 99 · EIN 46-2309236 | Other Fees | $16,581 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 · EIN 71-0294708 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $5,788 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,105 | $49,451+39.7% | $79,550-13.1% | $66,914+3.3% |
| Participation rate | 98.3% | 61.3%+37.0pp | 69.5%+28.8pp | 69.8%+28.5pp |
| Annual return | -17.41% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,019 | $1,266-19.5% | $2,413-57.8% | $2,544-60.0% |
| Participant deferral / active EE | $5,314 | $3,159+68.2% | $3,985+33.3% | $4,237+25.4% |
| Admin fee / account holder | $186 | $595-68.7% | $6,832-97.3% | $593-68.7% |