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 LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 55788 · BOSTON, MA 02205 | Recordkeeping | $26,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,834 | $106,028-19.0% | $146,958-41.6% | $77,643+10.6% |
| Participation rate | 66.1% | 78.4%-12.3pp | 82.2%-16.1pp | 70.6%-4.5pp |
| Annual return | 26.18% | 56.73%-30.6pp | 418.34%-392.2pp | 31.24%-5.1pp |
| Employer contribution / active EE | $1,911 | $4,063-53.0% | $4,933-61.3% | $2,726-29.9% |
| Participant deferral / active EE | $4,273 | $7,990-46.5% | $8,070-47.0% | $4,647-8.1% |
| Admin fee / account holder | $64 | $337-81.1% | $12,998-99.5% | $430-85.2% |