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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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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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 | $117,401 | $70,908+65.6% | $98,907+18.7% | $73,488+59.8% |
| Participation rate | 99.5% | 73.8%+25.7pp | 76.0%+23.5pp | 70.7%+28.8pp |
| Annual return | 10.47% | 34.17%-23.7pp | 196.43%-186.0pp | 28.51%-18.0pp |
| Employer contribution / active EE | $7,338 | $2,036+260.4% | $2,689+172.9% | $2,270+223.3% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |