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 LLC2 years Filed as: FUTUREPLAN (ASCENSUS) Service code 15 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping | $13,662 |
LAKE CITY BANK9+ years Service code 21 PO BOX 1387 · WARSAW, IN 465811387 | Bank Trustee | $5,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,179 | $79,944-52.2% | $98,439-61.2% | $75,163-49.2% |
| Participation rate | 78.3% | 70.4%+7.9pp | 75.2%+3.1pp | 67.2%+11.1pp |
| Annual return | 18.78% | 19.75%-1.0pp | 21.16%-2.4pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,222 | $2,264-46.0% | $3,048-59.9% | $2,670-54.2% |
| Participant deferral / active EE | $2,944 | $3,752-21.5% | $4,738-37.9% | $4,125-28.6% |
| Admin fee / account holder | $210 | $6,840-96.9% | $8,948-97.6% | $5,651-96.3% |