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 LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 64 PO BOX 55788 · BOSTON, MA 02205 | Recordkeeping Fees | $141,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,491 | $140,190+7.3% | $115,756+30.0% | $77,904+93.2% |
| Participation rate | 99.4% | 81.0%+18.3pp | 77.1%+22.3pp | 73.7%+25.7pp |
| Annual return | -9.72% | -13.46%+3.7pp | 143.14%-152.9pp | 12.21%-21.9pp |
| Employer contribution / active EE | $4,079 | $3,169+28.7% | $3,793+7.5% | $2,848+43.2% |
| Participant deferral / active EE | $5,915 | $5,401+9.5% | $6,254-5.4% | $4,806+23.1% |
| Admin fee / account holder | $97 | $138-29.6% | $8,124-98.8% | $133-26.5% |