See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,712 |
Service code 22 · EIN 52-1473914 | Insurance Broker | $17,775 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $8,561 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,937 | $73,638-70.2% | $95,952-77.1% | $73,488-70.1% |
| Participation rate | 81.9% | 76.2%+5.7pp | 77.1%+4.8pp | 70.7%+11.2pp |
| Annual return | 15.19% | 16.78%-1.6pp | 91.61%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $751 | $1,863-59.7% | $2,541-70.5% | $2,270-66.9% |
| Participant deferral / active EE | $2,989 | $3,617-17.4% | $4,167-28.3% | $3,740-20.1% |
| Admin fee / account holder | $287 | $482-40.6% | $6,795-95.8% | $513-44.2% |