See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $59,005 |
Service code 22 · EIN 52-2114207 | Insurance Broker | $33,091 |
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $7,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,855 | $118,971+58.7% | $112,977+67.2% | $73,488+157.0% |
| Participation rate | 61.0% | 83.3%-22.3pp | 82.6%-21.6pp | 70.7%-9.7pp |
| Annual return | 16.25% | 17.79%-1.5pp | 24.24%-8.0pp | 28.51%-12.3pp |
| Employer contribution / active EE | $5,963 | $4,091+45.8% | $4,255+40.2% | $2,270+162.7% |
| Participant deferral / active EE | $8,993 | $6,133+46.6% | $5,836+54.1% | $3,740+140.5% |
| Admin fee / account holder | $492 | $573-14.2% | $6,294-92.2% | $513-4.2% |