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 LLC1 year Filed as: FUTUREPLAN (ASCENSUS) Service code 15 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping | $13,066 |
LAKE CITY BANK8+ years Service code 21 PO BOX 1387 · WARSAW, IN 465811387 | Bank Trustee | $5,805 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,567 | $73,004-70.5% | $90,749-76.2% | $68,494-68.5% |
| Participation rate | 85.1% | 70.8%+14.2pp | 75.7%+9.4pp | 67.9%+17.2pp |
| Annual return | -14.83% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,362 | $2,193-37.9% | $2,921-53.4% | $2,596-47.5% |
| Participant deferral / active EE | $3,126 | $3,627-13.8% | $4,564-31.5% | $4,027-22.4% |
| Admin fee / account holder | $137 | $5,896-97.7% | $8,445-98.4% | $5,403-97.5% |