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 LLC2 years Filed as: FUTUREPLAN C/O ASCENSUS Service code 99 · EIN 22-2000222 | Other Fees | $29,571 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $10,020 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $3,274 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 26 · EIN 41-0973005 | Advisory (Participants) | $0 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
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 | $115,913 | $79,428+45.9% | $106,548+8.8% | $79,386+46.0% |
| Participation rate | 80.7% | 74.1%+6.6pp | 76.1%+4.6pp | 70.7%+10.0pp |
| Annual return | 13.63% | 18.27%-4.6pp | 26.80%-13.2pp | 116.85%-103.2pp |
| Employer contribution / active EE | $693 | $2,234-69.0% | $2,819-75.4% | $2,427-71.5% |
| Participant deferral / active EE | $5,614 | $3,823+46.9% | $4,398+27.6% | $4,046+38.8% |
| Admin fee / account holder | $58 | $523-88.9% | $7,407-99.2% | $626-90.7% |