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 | $17,825 |
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.)
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 | $166,899 | $58,879+183.5% | $178,490-6.5% | $73,488+127.1% |
| Participation rate | 66.7% | 66.2%+0.4pp | 81.9%-15.3pp | 70.7%-4.0pp |
| Annual return | 12.81% | 24.86%-12.1pp | 151.07%-138.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $4,375 | $2,236+95.6% | $5,011-12.7% | $2,270+92.7% |
| Participant deferral / active EE | $2,403 | $2,567-6.4% | $5,202-53.8% | $3,740-35.7% |
| Admin fee / account holder | $480 | $400+19.9% | $13,984-96.6% | $513-6.5% |