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: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $18,752 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,355 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,012 | $122,239-10.8% | $184,203-40.8% | $74,495+46.3% |
| Participation rate | 99.1% | 85.5%+13.6pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 17.23% | 19.95%-2.7pp | 28.81%-11.6pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $3,019 | $4,537-33.5% | $6,427-53.0% | $2,623+15.1% |
| Participant deferral / active EE | $6,594 | $7,139-7.6% | $9,131-27.8% | $4,346+51.7% |
| Admin fee / account holder | $199 | $1,260-84.2% | $13,901-98.6% | $1,942-89.8% |