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 7-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 LLC3 years Filed as: FUTUREPLAN Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $22,071 |
VENTURA3 years Filed as: VENTURA ESOP FIDUCIARY SERVICES Service code 21 · EIN 82-2898965 | Bank Trustee | $21,218 |
PENDO ADVISORS5+ years Filed as: PENDO ADVISORS, INC. Service code 34 200 S. WACKER DRIVE, SUITE 3100 · CHICAGO, IL 60606 | Valuation (appraisals, etc.) | $17,500 |
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 | $54,595 | $71,142-23.3% | $119,609-54.4% | $64,808-15.8% |
| Participation rate | 99.6% | 78.6%+21.0pp | 79.3%+20.3pp | 71.5%+28.1pp |
| Annual return | 21.32% | -10.01%+31.3pp | -14.97%+36.3pp | 32.82%-11.5pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $184 | $162+13.3% | $10,323-98.2% | $188-2.2% |