Filed February 2, 2021 (most recent of 7 filings on file)
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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 60 PO BOX 979 · BRAINERD, MN 56401 | Sub-TA Fees | $4,855 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,643 | $121,341+11.0% | $189,513-29.0% | $79,386+69.6% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.8%+10.1pp | 70.7%+27.2pp |
| Annual return | 18.77% | 21.08%-2.3pp | 555.15%-536.4pp | 116.85%-98.1pp |
| Employer contribution / active EE | $9,892 | $3,915+152.7% | $6,162+60.5% | $2,427+307.5% |
| Participant deferral / active EE | $3,988 | $6,395-37.6% | $8,221-51.5% | $4,046-1.4% |
| Admin fee / account holder | $9 | $651-98.6% | $12,045-99.9% | $626-98.5% |