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: FURUREPLAN BY ASENSUS Service code 13 · EIN 25-1759623 P.O. BOX 219900 · KANSAS CITY, MO 64121 | Contract Administrator | $17,791 |
PAULSEN, MEGAARD & CO.P.S.5 years Service code 10 22232 17TH AVE. SE, SUITE 310 · BOTHELL, WA 98021 | Accounting | $14,610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,710 | $78,672-85.1% | $109,143-89.3% | $85,850-86.4% |
| Participation rate | 62.8% | 68.3%-5.5pp | 75.9%-13.1pp | 69.3%-6.5pp |
| Annual return | -1.26% | 25.09%-26.3pp | 25.75%-27.0pp | 318.53%-319.8pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $160 | $5,469-97.1% | $6,752-97.6% | $6,260-97.5% |