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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,013 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $6,045 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $350 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,626 | $81,474-8.4% | $133,956-44.3% | $73,488+1.5% |
| Participation rate | 86.3% | 76.4%+9.9pp | 79.8%+6.4pp | 70.7%+15.6pp |
| Annual return | 15.07% | 19.40%-4.3pp | 45.09%-30.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $3,550 | $2,209+60.7% | $3,919-9.4% | $2,270+56.4% |
| Participant deferral / active EE | $7,192 | $3,786+90.0% | $5,048+42.5% | $3,740+92.3% |
| Admin fee / account holder | $257 | $713-63.9% | $8,927-97.1% | $513-49.9% |