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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Recordkeeping | $14,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,503 | $100,801-33.0% | $149,696-54.9% | $73,409-8.0% |
| Participation rate | 58.9% | 77.7%-18.8pp | 82.5%-23.6pp | 72.2%-13.3pp |
| Annual return | 18.63% | 265.34%-246.7pp | 276.60%-258.0pp | 59.29%-40.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,049 | $6,404-52.4% | $6,842-55.4% | $3,805-19.9% |
| Admin fee / account holder | $42 | $181-76.6% | $9,309-99.5% | $158-73.2% |