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 12 · EIN 25-1759623 P.O. BOX 734602 · CHIGCAGO, IL 606734602 | Recordkeeping and information managem... | $5,625 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,145 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,496 | $93,131-71.6% | $106,548-75.1% | $86,799-69.5% |
| Participation rate | 81.7% | 81.4%+0.3pp | 76.1%+5.6pp | 72.3%+9.4pp |
| Annual return | 14.26% | 19.45%-5.2pp | 26.80%-12.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $965 | $2,895-66.7% | $2,819-65.8% | $2,405-59.9% |
| Participant deferral / active EE | $2,030 | $4,708-56.9% | $4,398-53.8% | $4,131-50.8% |
| Admin fee / account holder | $14 | $145-90.5% | $7,407-99.8% | $170-91.8% |