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: FUTURE PLAN, AN ASCENSUS COMPANY Service code 14 | Plan Administrator | $10,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,606 | $38,365-51.5% | $84,611-78.0% | $65,185-71.5% |
| Participation rate | 44.5% | 55.7%-11.1pp | 68.2%-23.7pp | 70.2%-25.7pp |
| Annual return | 4.53% | 32.00%-27.5pp | 258.74%-254.2pp | 29.38%-24.8pp |
| Employer contribution / active EE | $697 | $1,258-44.6% | $2,652-73.7% | $2,177-68.0% |
| Participant deferral / active EE | $882 | $2,278-61.3% | $3,899-77.4% | $3,514-74.9% |
| Admin fee / account holder | $135 | $451-70.1% | $4,912-97.3% | $847-84.1% |