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 Service code 13 · EIN 82-3719843 | Contract Administrator | $815 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $652 |
Filed as: FINANCIAL NETWORK INVESTMENT Service code 27 · EIN 95-3845382 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,182 | $79,694-63.4% | $96,139-69.6% | $79,386-63.2% |
| Participation rate | 33.6% | 54.0%-20.4pp | 68.4%-34.9pp | 70.7%-37.1pp |
| Annual return | 13.91% | 40.84%-26.9pp | 191.94%-178.0pp | 116.85%-102.9pp |
| Employer contribution / active EE | $181 | $1,443-87.5% | $2,797-93.5% | $2,427-92.6% |
| Participant deferral / active EE | $1,324 | $2,539-47.8% | $4,349-69.6% | $4,046-67.3% |
| Admin fee / account holder | $24 | $630-96.2% | $5,537-99.6% | $626-96.2% |