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 12 · EIN 82-3719843 | Consulting (pension); Contract Admini... | $13,700 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $7,774 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,973 | $130,141+9.1% | $86,677+63.8% | $77,904+82.2% |
| Participation rate | 85.5% | 85.9%-0.4pp | 76.6%+9.0pp | 73.7%+11.9pp |
| Annual return | -18.60% | -12.75%-5.9pp | 35.91%-54.5pp | 12.21%-30.8pp |
| Employer contribution / active EE | $2,337 | $3,220-27.4% | $2,836-17.6% | $2,848-17.9% |
| Participant deferral / active EE | $8,528 | $5,757+48.1% | $4,656+83.2% | $4,806+77.5% |
| Admin fee / account holder | $58 | $132-55.7% | $7,493-99.2% | $133-56.0% |