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 9-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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 51 · EIN 82-3091545 | Investment Mgmt Fees | $137,626 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN AN ASCENSUS COMPANY Service code 13 · EIN 82-3719843 | Contract Administrator | $36,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,583 | $85,135+28.7% | $98,907+10.8% | $73,409+49.3% |
| Participation rate | 57.8% | 81.1%-23.3pp | 76.0%-18.2pp | 72.2%-14.4pp |
| Annual return | 11.91% | 19.14%-7.2pp | 196.43%-184.5pp | 59.29%-47.4pp |
| Employer contribution / active EE | $756 | $2,721-72.2% | $2,689-71.9% | $2,234-66.2% |
| Participant deferral / active EE | $3,760 | $4,349-13.5% | $4,244-11.4% | $3,805-1.2% |
| Admin fee / account holder | $910 | $139+553.7% | $6,642-86.3% | $158+476.6% |