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 7-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 LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 55788 · BOSTON, MA 02205 | Recordkeeping | $40,643 |
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 | $10,521 | $88,982-88.2% | $102,438-89.7% | $77,671-86.5% |
| Participation rate | 94.4% | 80.9%+13.4pp | 76.5%+17.9pp | 70.6%+23.8pp |
| Annual return | 17.59% | 25.01%-7.4pp | 29.37%-11.8pp | 31.21%-13.6pp |
| Employer contribution / active EE | $6,280 | $2,698+132.8% | $3,024+107.7% | $2,726+130.3% |
| Participant deferral / active EE | $2,750 | $5,144-46.5% | $5,054-45.6% | $4,648-40.8% |
| Admin fee / account holder | $52 | $236-77.7% | $9,448-99.4% | $430-87.8% |