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 LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $120,203 |
LAKE CITY BANK8 years Service code 21 · EIN 35-0458180 | Bank Trustee | $108,971 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,634 | $104,631-67.9% | $98,439-65.8% | $80,160-58.0% |
| Participation rate | 93.9% | 87.5%+6.3pp | 75.2%+18.7pp | 72.9%+20.9pp |
| Annual return | 15.97% | 34.72%-18.8pp | 21.16%-5.2pp | 40.38%-24.4pp |
| Employer contribution / active EE | $1,340 | $4,517-70.3% | $3,048-56.0% | $2,978-55.0% |
| Participant deferral / active EE | $3,330 | $6,545-49.1% | $4,738-29.7% | $5,017-33.6% |
| Admin fee / account holder | $156 | $105+49.3% | $8,948-98.3% | $145+8.0% |