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: ASCENSUS Service code 49 · EIN 71-0294708 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,409 | $104,475+22.0% | $159,436-20.1% | $79,386+60.5% |
| Participation rate | 29.5% | 76.6%-47.1pp | 82.8%-53.3pp | 70.7%-41.2pp |
| Annual return | 14.63% | 67.95%-53.3pp | 263.57%-248.9pp | 116.85%-102.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,443 | $6,467-46.8% | $7,352-53.2% | $4,046-14.9% |
| Admin fee / account holder | $1 | $711-99.9% | $10,799-100.0% | $626-99.9% |