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 LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 55788 · BOSTON, MA 02205 | Recordkeeping | $2,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,931 | $82,202-17.4% | $125,339-45.8% | $64,808+4.8% |
| Participation rate | 60.9% | 77.9%-16.9pp | 82.4%-21.4pp | 71.5%-10.5pp |
| Annual return | -17.54% | 3.48%-21.0pp | 572.05%-589.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,115 | $7,175-56.6% | $7,446-58.2% | $4,310-27.7% |
| Admin fee / account holder | $7 | $163-95.4% | $10,010-99.9% | $188-96.0% |