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 99 · EIN 47-1411118 | Other Fees | $62,603 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $9,941 |
ASCENSUS LLC3 years Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,217 | $100,923+15.2% | $150,045-22.5% | $74,304+56.4% |
| Participation rate | 78.3% | 70.1%+8.2pp | 82.3%-4.0pp | 60.3%+17.9pp |
| Annual return | 18.39% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,962 | $3,463-43.3% | $4,693-58.2% | $2,241-12.5% |
| Participant deferral / active EE | $13,868 | $6,709+106.7% | $7,997+73.4% | $3,767+268.1% |
| Admin fee / account holder | $18 | $2,767-99.3% | $13,435-99.9% | $2,969-99.4% |