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 9-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 15 · EIN 13-3689044 | Recordkeeping | $150,543 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $42,617 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $9,658 |
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.
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 | $46,789 | $50,815-7.9% | $155,509-69.9% | $77,643-39.7% |
| Participation rate | 61.2% | 63.1%-2.0pp | 78.2%-17.0pp | 70.6%-9.4pp |
| Annual return | 28.16% | 34.80%-6.6pp | 64.67%-36.5pp | 31.24%-3.1pp |
| Employer contribution / active EE | $19 | $1,993-99.0% | $4,672-99.6% | $2,726-99.3% |
| Participant deferral / active EE | $2,498 | $2,822-11.5% | $5,626-55.6% | $4,647-46.3% |
| Admin fee / account holder | $284 | $437-35.0% | $15,912-98.2% | $430-34.1% |