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 BPC Service code 13 PO BOX 7500 · CHAMPAIGN, IL 618267500 | Contract Administrator | $0 |
T ROWE PRICE RPS INC6 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.
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 | $51,410 | $47,126+9.1% | $149,673-65.7% | $74,419-30.9% |
| Participation rate | 67.7% | 63.4%+4.3pp | 78.8%-11.1pp | 70.7%-3.1pp |
| Annual return | 17.04% | 22.75%-5.7pp | 134.42%-117.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,386 | $2,728-12.5% | $5,680-58.0% | $4,528-47.3% |
| Admin fee / account holder | $210 | $343-38.8% | $13,210-98.4% | $348-39.7% |