See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN · CHICAGO, IL 60673 | Other Services | $11,219 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $3,536 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,903 | $82,917-12.1% | $103,333-29.4% | $77,643-6.1% |
| Participation rate | 92.4% | 71.6%+20.8pp | 74.5%+17.9pp | 70.6%+21.8pp |
| Annual return | 15.80% | 19.13%-3.3pp | 24.88%-9.1pp | 31.24%-15.4pp |
| Employer contribution / active EE | $3,605 | $3,552+1.5% | $3,868-6.8% | $2,726+32.3% |
| Participant deferral / active EE | $5,551 | $4,108+35.1% | $5,057+9.8% | $4,647+19.5% |
| Admin fee / account holder | $42 | $638-93.5% | $8,355-99.5% | $430-90.3% |