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: ASCENSUS C/O FUTUREPLAN Service code 49 · EIN 82-3719843 | Other Services | $16,096 |
STANLEY DIRNBERGER1 year Service code 99 · EIN 37-1047673 | Other Fees | $13,994 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,265 |
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 | $34,601 | $58,347-40.7% | $85,682-59.6% | $86,799-60.1% |
| Participation rate | 87.8% | 64.9%+22.9pp | 69.9%+18.0pp | 72.3%+15.6pp |
| Annual return | 14.66% | 18.43%-3.8pp | 21.49%-6.8pp | 97.91%-83.2pp |
| Employer contribution / active EE | $1,813 | $1,751+3.6% | $2,618-30.8% | $2,405-24.6% |
| Participant deferral / active EE | $2,504 | $3,065-18.3% | $3,923-36.2% | $4,131-39.4% |
| Admin fee / account holder | $33 | $147-77.8% | $6,873-99.5% | $170-80.7% |