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 LLC5 years Filed as: FUTUREPLAN Service code 15 · EIN 11-3665754 | Recordkeeping | $3,469 |
ASCENSUS LLC3 years Service code 99 · EIN 11-3665754 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,431 | $122,239-62.0% | $184,200-74.8% | $74,546-37.7% |
| Participation rate | 81.0% | 85.5%-4.5pp | 86.8%-5.8pp | 67.2%+13.8pp |
| Annual return | 13.59% | 19.95%-6.4pp | 28.80%-15.2pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $3,004 | $4,537-33.8% | $6,424-53.2% | $2,624+14.5% |
| Participant deferral / active EE | $6,049 | $7,139-15.3% | $9,132-33.8% | $4,347+39.1% |
| Admin fee / account holder | $8 | $1,260-99.4% | $13,907-99.9% | $1,944-99.6% |