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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $6,029 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 SUITE 100 1102 CHESTNUT HILLS PKWY · FORT WAYNE, IN 468148728 | Recordkeeping | $2,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,301 | $60,323-39.8% | $81,812-55.6% | $74,495-51.3% |
| Participation rate | 75.6% | 62.9%+12.7pp | 72.3%+3.2pp | 67.2%+8.4pp |
| Annual return | 16.89% | 16.90%0pp | 773.79%-756.9pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $3,396 | $2,620+29.6% | $2,912+16.6% | $2,623+29.5% |
| Participant deferral / active EE | $2,589 | $3,387-23.6% | $4,319-40.1% | $4,346-40.4% |
| Admin fee / account holder | $50 | $1,486-96.6% | $7,386-99.3% | $1,942-97.4% |