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 BPC Service code 13 PO BOX 7500 · CHAMPAIGN, IL 618267500 | Contract Administrator | $0 |
T ROWE PRICE RPS INC5 years Filed as: TROWEPRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,466 | $46,292+0.4% | $143,757-67.7% | $64,808-28.3% |
| Participation rate | 69.8% | 64.2%+5.5pp | 80.3%-10.6pp | 71.5%-1.7pp |
| Annual return | -16.21% | -10.05%-6.2pp | -0.04%-16.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $407 | $1,910-78.7% | $4,951-91.8% | $2,506-83.8% |
| Participant deferral / active EE | $2,231 | $2,646-15.7% | $5,637-60.4% | $4,310-48.2% |
| Admin fee / account holder | $198 | $154+28.8% | $14,673-98.7% | $188+5.5% |