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 LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $11,410 |
DAMIANO BURK NUTTALL PC3 years Service code 10 · EIN 45-3085083 | Accounting | $11,200 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN C/O ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $99,346 | $92,055+7.9% | $106,213-6.5% | $77,643+28.0% |
| Participation rate | 62.4% | 81.0%-18.6pp | 75.3%-12.9pp | 70.6%-8.2pp |
| Annual return | 20.33% | 17.91%+2.4pp | 116.14%-95.8pp | 31.24%-10.9pp |
| Employer contribution / active EE | $570 | $3,367-83.1% | $3,171-82.0% | $2,726-79.1% |
| Participant deferral / active EE | $4,615 | $5,386-14.3% | $5,016-8.0% | $4,647-0.7% |
| Admin fee / account holder | $91 | $219-58.6% | $11,033-99.2% | $430-78.9% |