Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: FUTURE PLAN (ASCENSUS Service code 15 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping | $5,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,977 | $101,499-60.6% | $147,005-72.8% | $74,546-46.4% |
| Participation rate | 43.4% | 75.5%-32.2pp | 82.2%-38.8pp | 67.2%-23.8pp |
| Annual return | 14.59% | 8732.34%-8717.8pp | 418.76%-404.2pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $281 | $3,811-92.6% | $4,934-94.3% | $2,624-89.3% |
| Participant deferral / active EE | $1,372 | $7,304-81.2% | $8,070-83.0% | $4,347-68.4% |
| Admin fee / account holder | $44 | $1,748-97.5% | $13,006-99.7% | $1,944-97.8% |