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 3-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: ASCENSUS Service code 49 | Other Services | $9,956 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,449 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,449 |
ASCENSUS LLC1 year Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,642 | $52,208-41.3% | $86,612-64.6% | $74,419-58.8% |
| Participation rate | 95.4% | 66.3%+29.1pp | 71.7%+23.7pp | 70.7%+24.7pp |
| Annual return | 17.26% | 44.46%-27.2pp | 591.07%-573.8pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,395 | $2,282-38.9% | $3,022-53.9% | $2,637-47.1% |
| Participant deferral / active EE | $4,205 | $3,383+24.3% | $4,438-5.2% | $4,528-7.1% |
| Admin fee / account holder | $42 | $319-86.7% | $5,614-99.2% | $348-87.8% |