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 - BPC Service code 17 PO BOX 7500 · CHAMPAIGN, IL 61826 | Pension Consulting | $9,445 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,206 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,789 | $93,182-58.4% | $146,665-73.6% | $79,386-51.1% |
| Participation rate | 98.8% | 76.4%+22.3pp | 80.1%+18.7pp | 70.7%+28.1pp |
| Annual return | 12.92% | 21.61%-8.7pp | 22.74%-9.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,761 | $2,420-27.2% | $4,136-57.4% | $2,427-27.4% |
| Participant deferral / active EE | $3,160 | $4,169-24.2% | $5,506-42.6% | $4,046-21.9% |
| Admin fee / account holder | $289 | $585-50.5% | $10,280-97.2% | $626-53.8% |