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 C/O ASCENSUS Service code 99 · EIN 22-2000222 | Other Fees | $9,343 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $3,020 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,118 | $70,908+41.2% | $98,907+1.2% | $73,488+36.2% |
| Participation rate | 82.5% | 73.8%+8.7pp | 76.0%+6.5pp | 70.7%+11.8pp |
| Annual return | 15.88% | 34.17%-18.3pp | 196.43%-180.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $730 | $2,036-64.1% | $2,689-72.8% | $2,270-67.8% |
| Participant deferral / active EE | $5,726 | $3,500+63.6% | $4,244+34.9% | $3,740+53.1% |
| Admin fee / account holder | $65 | $535-87.8% | $6,642-99.0% | $513-87.3% |