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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Advisory (Plan) | $24,004 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $5,927 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,112 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,612 | $72,607+8.3% | $90,749-13.4% | $66,914+17.5% |
| Participation rate | 84.8% | 73.7%+11.1pp | 75.7%+9.1pp | 69.8%+15.0pp |
| Annual return | -16.60% | -12.28%-4.3pp | -12.16%-4.4pp | 1.58%-18.2pp |
| Employer contribution / active EE | $674 | $2,369-71.5% | $2,921-76.9% | $2,544-73.5% |
| Participant deferral / active EE | $4,350 | $3,977+9.4% | $4,564-4.7% | $4,237+2.7% |
| Admin fee / account holder | $271 | $707-61.7% | $8,445-96.8% | $593-54.3% |