See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $10,721 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 12 · EIN 25-1759623 P.O. BOX 734602 · CHIGCAGO, IL 606734602 | Claims processing; Recordkeeping and ... | $6,750 |
Filed as: WILSHIRE ASSOICATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,357 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,544 | $84,784-67.5% | $98,439-72.0% | $74,419-63.0% |
| Participation rate | 75.1% | 81.5%-6.4pp | 75.2%-0.1pp | 70.7%+4.4pp |
| Annual return | 20.20% | 20.59%-0.4pp | 21.16%-1.0pp | 34.38%-14.2pp |
| Employer contribution / active EE | $1,044 | $3,364-69.0% | $3,048-65.7% | $2,637-60.4% |
| Participant deferral / active EE | $2,322 | $5,218-55.5% | $4,738-51.0% | $4,528-48.7% |
| Admin fee / account holder | $20 | $204-90.3% | $8,948-99.8% | $348-94.3% |