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 15 · EIN 01-0233346 | Recordkeeping | $31,677 |
Service code 26 · EIN 47-3722740 6720 N SCOTTSDALE RD #340 · SCOTTSDALE, AZ 85253 | Advisory (Participants) | $19,293 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 | Recordkeeping | $14,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,643 | $50,458-57.1% | $159,960-86.5% | $64,808-66.6% |
| Participation rate | 35.7% | 68.0%-32.4pp | 78.0%-42.3pp | 71.5%-35.8pp |
| Annual return | -15.70% | -13.42%-2.3pp | 408.60%-424.3pp | 32.82%-48.5pp |
| Employer contribution / active EE | $526 | $1,722-69.5% | $4,226-87.6% | $2,506-79.0% |
| Participant deferral / active EE | $1,468 | $4,004-63.3% | $6,182-76.3% | $4,310-65.9% |
| Admin fee / account holder | $215 | $706-69.5% | $8,698-97.5% | $188+14.5% |