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 |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $36,393 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 17 · EIN 32-7481187 PO BOX 117 · CHAMPAIGN, IL 61826 | Pension Consulting | $2,085 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,470 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,111 | $59,263+20.0% | $96,562-26.4% | $79,386-10.4% |
| Participation rate | 76.0% | 61.9%+14.1pp | 69.8%+6.2pp | 70.7%+5.3pp |
| Annual return | 17.71% | 27.07%-9.4pp | 37.78%-20.1pp | 116.85%-99.1pp |
| Employer contribution / active EE | $1,425 | $1,216+17.2% | $2,356-39.5% | $2,427-41.3% |
| Participant deferral / active EE | $4,728 | $2,948+60.4% | $3,849+22.8% | $4,046+16.9% |
| Admin fee / account holder | $194 | $658-70.5% | $6,181-96.9% | $626-69.0% |