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 LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,438 |
Filed as: EMPOWER ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,482 | $106,028-26.9% | $146,958-47.3% | $77,643-0.2% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.6pp | 70.6%+29.1pp |
| Annual return | 15.43% | 56.73%-41.3pp | 418.34%-402.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,254 | $4,063-19.9% | $4,933-34.0% | $2,726+19.4% |
| Participant deferral / active EE | $7,122 | $7,990-10.9% | $8,070-11.7% | $4,647+53.3% |
| Admin fee / account holder | $163 | $337-51.7% | $12,998-98.7% | $430-62.1% |