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 27 · EIN 46-5576228 | Advisory (Plan) | $124,475 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $118,544 |
ASCENSUS LLC6 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $12,263 |
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 | $52,796 | $50,982+3.6% | $154,803-65.9% | $85,563-38.3% |
| Participation rate | 99.4% | 59.8%+39.6pp | 78.1%+21.3pp | 66.0%+33.4pp |
| Annual return | 18.45% | 30.35%-11.9pp | 58.88%-40.4pp | 31.51%-13.1pp |
| Employer contribution / active EE | $3,720 | $1,708+117.8% | $4,305-13.6% | $2,654+40.2% |
| Participant deferral / active EE | $8,397 | $2,474+239.4% | $5,540+51.6% | $4,375+91.9% |
| Admin fee / account holder | $165 | $846-80.4% | $14,329-98.8% | $834-80.2% |