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 BY ASCENSUS Service code 64 PO BOX 55788 · BOSTON, MA 02205 | Recordkeeping Fees | $141,029 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,858 | $164,864+10.3% | $453,369-59.9% | $93,030+95.5% |
| Participation rate | 99.5% | 84.2%+15.3pp | 78.0%+21.5pp | 73.9%+25.6pp |
| Annual return | 18.27% | 17.89%+0.4pp | 64.40%-46.1pp | 158.70%-140.4pp |
| Employer contribution / active EE | $4,978 | $3,519+41.5% | $4,070+22.3% | $2,706+84.0% |
| Participant deferral / active EE | $5,916 | $5,690+4.0% | $6,209-4.7% | $4,562+29.7% |
| Admin fee / account holder | $104 | $104-0.4% | $11,209-99.1% | $152-31.6% |