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 15 · EIN 13-3689044 | Recordkeeping | $74,613 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $70,922 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $19,806 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,051 | $45,000-55.4% | $143,757-86.1% | $77,904-74.3% |
| Participation rate | 95.9% | 66.8%+29.1pp | 80.3%+15.6pp | 73.7%+22.2pp |
| Annual return | 35.83% | 29.03%+6.8pp | -0.04%+35.9pp | 12.21%+23.6pp |
| Employer contribution / active EE | $2,155 | $1,870+15.2% | $4,951-56.5% | $2,848-24.3% |
| Participant deferral / active EE | $4,618 | $3,157+46.3% | $5,637-18.1% | $4,806-3.9% |
| Admin fee / account holder | $96 | $98-2.0% | $14,673-99.3% | $133-27.2% |