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 · EIN 71-0294708 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $12,296 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $4,028 |
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 | $134,639 | $55,415+143.0% | $155,509-13.4% | $74,495+80.7% |
| Participation rate | 90.0% | 61.9%+28.1pp | 78.2%+11.9pp | 67.2%+22.8pp |
| Annual return | 25.75% | 268.50%-242.8pp | 64.67%-38.9pp | 1364.94%-1339.2pp |
| Employer contribution / active EE | $11,146 | $2,267+391.6% | $4,672+138.5% | $2,623+324.9% |
| Participant deferral / active EE | $7,401 | $2,836+161.0% | $5,626+31.6% | $4,346+70.3% |
| Admin fee / account holder | $22 | $1,738-98.7% | $15,912-99.9% | $1,942-98.9% |