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: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $16,030 |
Service code 99 · EIN 91-0852058 | Other Fees | $13,828 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,273 |
DA DAVIDSON & CO1 year Filed as: D.A. DAVIDSON & CO. Service code 33 · EIN 81-0139474 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,359 | $61,156+266.9% | $185,823+20.7% | $79,386+182.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 14.08% | 19.45%-5.4pp | 122.05%-108.0pp | 116.85%-102.8pp |
| Employer contribution / active EE | $8,646 | $2,321+272.6% | $5,167+67.3% | $2,427+256.2% |
| Participant deferral / active EE | $7,794 | $2,789+179.5% | $5,568+40.0% | $4,046+92.7% |
| Admin fee / account holder | $95 | $710-86.7% | $16,237-99.4% | $626-84.9% |