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 LLC6 years Filed as: FUTUREPLAN BY ASCENSUS Service code 64 · EIN 82-3719843 PO BOX 55788 · BOSTON, MA 02205 | Recordkeeping Fees | $103,398 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 51 GERMANTOWN CT · CORDOVA, TN 380184227 | Contract Administrator | $84,139 |
BARNES & THORNBURG LLP1 year Service code 29 · EIN 35-0900596 11 SOUTH MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Legal | $33,492 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 PO BOX 200870 · DALLAS, TX 75320 | Accounting | $25,000 |
Filed as: MIDWEST SERIES OF LOCKTON COMPA Service code 16 · EIN 20-3354970 500 W MONROE ST STE 3400 · CHICAGO, IL 60661 | Consulting | $21,000 |
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 | $194,288 | $130,267+49.1% | $145,661+33.4% | $102,872+88.9% |
| Participation rate | 99.7% | 83.3%+16.4pp | 77.2%+22.5pp | 73.0%+26.7pp |
| Annual return | 13.68% | 17.79%-4.1pp | 101.46%-87.8pp | 19.06%-5.4pp |
| Employer contribution / active EE | $5,777 | $4,061+42.3% | $4,238+36.3% | $3,526+63.8% |
| Participant deferral / active EE | $6,704 | $6,550+2.4% | $7,198-6.9% | $5,535+21.1% |
| Admin fee / account holder | $175 | $396-55.8% | $12,466-98.6% | $292-40.1% |