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 LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,770 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,520 | $60,989-72.9% | $60,874-72.9% | $66,914-75.3% |
| Participation rate | 99.1% | 74.5%+24.6pp | 73.1%+26.0pp | 69.8%+29.3pp |
| Annual return | -8.39% | -9.60%+1.2pp | 16.90%-25.3pp | 1.58%-10.0pp |
| Employer contribution / active EE | $4,161 | $2,661+56.4% | $2,701+54.0% | $2,544+63.6% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $22 | $338-93.4% | $3,224-99.3% | $593-96.2% |