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 LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 64 PO BOX 55788 · BOSTON, MA 02205 | Recordkeeping Fees | $159,845 |
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 | $165,947 | $136,853+21.3% | $130,231+27.4% | $80,160+107.0% |
| Participation rate | 99.5% | 81.6%+17.8pp | 76.3%+23.2pp | 72.9%+26.5pp |
| Annual return | 15.43% | 22.66%-7.2pp | 38.77%-23.3pp | 40.38%-25.0pp |
| Employer contribution / active EE | $4,890 | $3,395+44.1% | $4,126+18.5% | $2,978+64.2% |
| Participant deferral / active EE | $6,107 | $5,856+4.3% | $6,799-10.2% | $5,017+21.7% |
| Admin fee / account holder | $127 | $184-31.0% | $6,020-97.9% | $145-12.4% |