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 LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 60 PO BOX 979 · BRAINERD, MN 56401 | Sub-TA Fees | $6,662 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,986 | $100,227+17.7% | $169,993-30.6% | $74,419+58.5% |
| Participation rate | 93.1% | 87.3%+5.8pp | 87.0%+6.1pp | 70.7%+22.3pp |
| Annual return | 6.24% | 66.08%-59.8pp | 53.37%-47.1pp | 34.38%-28.1pp |
| Employer contribution / active EE | $9,382 | $4,263+120.1% | $6,785+38.3% | $2,637+255.7% |
| Participant deferral / active EE | $4,171 | $7,143-41.6% | $10,408-59.9% | $4,528-7.9% |
| Admin fee / account holder | $11 | $234-95.3% | $12,815-99.9% | $348-96.8% |