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 | Other Services | $14,584 |
Filed as: HUB INVESTMENT ADVISORS, INC Service code 99 | Other Fees | $13,446 |
ASCENSUS LLC1 year Filed as: ACENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Filed as: HUB INVESTMENT ADVISORS, INC. Service code 99 · EIN 20-1113894 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,355 | $45,602-46.6% | $117,472-79.3% | $66,914-63.6% |
| Participation rate | 55.3% | 57.6%-2.3pp | 70.6%-15.3pp | 69.8%-14.5pp |
| Annual return | -13.04% | -16.74%+3.7pp | 29.74%-42.8pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,007 | $1,579-36.2% | $4,176-75.9% | $2,544-60.4% |
| Participant deferral / active EE | $1,453 | $2,845-48.9% | $4,070-64.3% | $4,237-65.7% |
| Admin fee / account holder | $91 | $661-86.2% | $5,645-98.4% | $593-84.6% |