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 99 · EIN 91-0852058 | Other Fees | $17,124 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
DA DAVIDSON & CO2 years Filed as: D.A. DAVIDSON & CO. Service code 33 · EIN 81-0139474 | Securities brokerage | $0 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $178,365 | $65,061+174.2% | $143,757+24.1% | $66,914+166.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.73% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $8,919 | $2,361+277.8% | $4,951+80.2% | $2,544+250.6% |
| Participant deferral / active EE | $7,840 | $2,919+168.6% | $5,637+39.1% | $4,237+85.0% |
| Admin fee / account holder | $100 | $502-80.2% | $14,673-99.3% | $593-83.2% |