Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $48,295 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $8,334 |
ASCENSUS LLC2 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,655 | $101,499+6.1% | $147,005-26.8% | $74,546+44.4% |
| Participation rate | 66.5% | 75.5%-9.0pp | 82.2%-15.7pp | 67.2%-0.7pp |
| Annual return | 15.47% | 8732.34%-8716.9pp | 418.76%-403.3pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $11,182 | $7,304+53.1% | $8,070+38.6% | $4,347+157.2% |
| Admin fee / account holder | $14 | $1,748-99.2% | $13,006-99.9% | $1,944-99.3% |