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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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,555 |
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 | $117,884 | $65,223+80.7% | $80,019+47.3% | $55,725+111.5% |
| Participation rate | 86.1% | 80.6%+5.5pp | 75.8%+10.2pp | 70.9%+15.2pp |
| Annual return | -1.76% | 7.59%-9.3pp | 11.22%-13.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $9,623 | $2,544+278.3% | $2,468+289.9% | $2,078+363.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $9 | $114-92.3% | $6,521-99.9% | $115-92.4% |