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 LLC1 year Filed as: FUTURE PLAN, AN ASCENSUS COMPANY Service code 28 · EIN 82-3719843 | Investment Management | $44,126 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $26,854 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: SMITH BARNEY Service code 28 · EIN 13-2919773 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,823 | $56,095-57.5% | $178,490-86.7% | $90,288-73.6% |
| Participation rate | 87.6% | 65.6%+22.0pp | 81.9%+5.7pp | 73.4%+14.2pp |
| Annual return | 8.77% | 28.81%-20.0pp | 151.07%-142.3pp | 53.97%-45.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $200 | $101+98.7% | $13,984-98.6% | $114+75.4% |