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 LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 14 23693 NETWORK PL · CHICAGO, IL 606731236 | Plan Administrator | $975 |
AMERICAN FUNDS6 years Service code 15 · EIN 20-3691658 | Recordkeeping | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,213 | $62,327+33.5% | $120,354-30.9% | $74,495+11.7% |
| Participation rate | 84.5% | 56.8%+27.7pp | 71.9%+12.6pp | 67.2%+17.3pp |
| Annual return | 15.04% | 18.61%-3.6pp | 107.15%-92.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,304 | $1,843+79.2% | $3,463-4.6% | $2,623+26.0% |
| Participant deferral / active EE | $6,071 | $2,893+109.9% | $4,991+21.6% | $4,346+39.7% |
| Admin fee / account holder | $11 | $2,396-99.6% | $9,423-99.9% | $1,942-99.5% |