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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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,640 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,990 | $79,171+116.0% | $102,423+66.9% | $74,495+129.5% |
| Participation rate | 85.7% | 74.8%+10.9pp | 76.5%+9.2pp | 67.2%+18.5pp |
| Annual return | 7.88% | 54.93%-47.1pp | 29.32%-21.4pp | 1364.94%-1357.1pp |
| Employer contribution / active EE | $15,534 | $2,362+557.6% | $3,023+413.8% | $2,623+492.2% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |