See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $23,210 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 17 · EIN 82-3719843 | Pension Consulting | $5,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,126 | $54,573-59.5% | $90,951-75.7% | $73,488-69.9% |
| Participation rate | 39.1% | 61.2%-22.1pp | 69.0%-29.9pp | 70.7%-31.6pp |
| Annual return | 15.22% | 16.69%-1.5pp | 134.60%-119.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $659 | $991-33.5% | $2,122-68.9% | $2,270-71.0% |
| Participant deferral / active EE | $1,308 | $2,517-48.0% | $3,373-61.2% | $3,740-65.0% |
| Admin fee / account holder | $220 | $521-57.8% | $5,959-96.3% | $513-57.1% |