Filed May 10, 2018
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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $20,852 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $5,568 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,108 | $55,415+59.0% | $155,509-43.3% | $74,495+18.3% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.6pp | 67.2%-10.7pp |
| Annual return | 13.15% | 268.50%-255.4pp | 64.67%-51.5pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,143 | $2,267-49.6% | $4,672-75.5% | $2,623-56.4% |
| Participant deferral / active EE | $4,370 | $2,836+54.1% | $5,626-22.3% | $4,346+0.6% |
| Admin fee / account holder | $20 | $1,738-98.8% | $15,912-99.9% | $1,942-99.0% |