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 - BMI Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $1,670 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $626 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,992 | $81,474+60.8% | $133,956-2.2% | $73,488+78.2% |
| Participation rate | 89.4% | 76.4%+13.0pp | 79.8%+9.6pp | 70.7%+18.7pp |
| Annual return | 11.63% | 19.40%-7.8pp | 45.09%-33.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $1,030 | $2,209-53.4% | $3,919-73.7% | $2,270-54.6% |
| Participant deferral / active EE | $6,380 | $3,786+68.5% | $5,048+26.4% | $3,740+70.6% |
| Admin fee / account holder | $426 | $713-40.3% | $8,927-95.2% | $513-17.0% |