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 13-3689044 | Recordkeeping | $39,684 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,410 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,175 | $72,607+82.0% | $90,749+45.6% | $66,914+97.5% |
| Participation rate | 50.0% | 73.7%-23.7pp | 75.7%-25.7pp | 69.8%-19.8pp |
| Annual return | -14.66% | -12.28%-2.4pp | -12.16%-2.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,336 | $3,977-16.1% | $4,564-26.9% | $4,237-21.3% |
| Admin fee / account holder | $391 | $707-44.6% | $8,445-95.4% | $593-34.0% |