See peer percentile detail. $4.99 for your first month.
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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 13 · EIN 82-3719843 | Contract Administrator | $1,145 |
LINCOLN NATIONAL CORPORATION5 years Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $438 |
GOLDLEAF PARTNERS5 years Service code 13 · EIN 45-0514557 | Contract Administrator | $390 |
METLIFE LIFE INSURANCE COMPANY6+ years Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,542 | $61,156-35.3% | $185,823-78.7% | $79,386-50.2% |
| Participation rate | 40.6% | 66.6%-26.0pp | 81.7%-41.1pp | 70.7%-30.1pp |
| Annual return | 14.23% | 19.45%-5.2pp | 122.05%-107.8pp | 116.85%-102.6pp |
| Employer contribution / active EE | $595 | $2,321-74.3% | $5,167-88.5% | $2,427-75.5% |
| Participant deferral / active EE | $1,743 | $2,789-37.5% | $5,568-68.7% | $4,046-56.9% |
| Admin fee / account holder | $17 | $710-97.6% | $16,237-99.9% | $626-97.3% |