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 BY ASCENSUS Service code 15 · EIN 30-0076322 SUITE 100 1102 CHESTNUT HILLS PKWY · PKWY FORT WAYNE, IN 468148728 | Recordkeeping | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,268 | $59,107-35.3% | $86,436-55.7% | $68,494-44.1% |
| Participation rate | 48.0% | 75.2%-27.3pp | 80.3%-32.4pp | 67.9%-19.9pp |
| Annual return | -16.78% | -0.23%-16.5pp | 4394.89%-4411.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,797 | $2,519-28.6% | $3,769-52.3% | $2,596-30.8% |
| Participant deferral / active EE | $3,891 | $5,901-34.1% | $6,952-44.0% | $4,027-3.4% |
| Admin fee / account holder | $5 | $5,637-99.9% | $6,731-99.9% | $5,403-99.9% |