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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 14 23693 NETWORK PL · CHICAGO, IL 606731236 | Plan Administrator | $1,725 |
AMERICAN FUNDS5 years Service code 15 · EIN 20-3691658 | Recordkeeping | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,778 | $57,651+15.8% | $112,229-40.5% | $71,457-6.5% |
| Participation rate | 85.6% | 58.9%+26.7pp | 72.4%+13.2pp | 67.9%+17.7pp |
| Annual return | 19.65% | 18.32%+1.3pp | 30.20%-10.5pp | 28.85%-9.2pp |
| Employer contribution / active EE | $3,077 | $1,913+60.8% | $3,430-10.3% | $2,588+18.9% |
| Participant deferral / active EE | $5,636 | $2,863+96.9% | $4,798+17.5% | $4,289+31.4% |
| Admin fee / account holder | $13 | $1,581-99.2% | $7,748-99.8% | $1,587-99.2% |