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: FUTURE PLAN, AN ASCENSUS COMPANY Service code 28 · EIN 82-3719843 | Investment Management | $56,612 |
ARMANINO LLP4 years Service code 10 · EIN 94-6214841 | Accounting | $8,096 |
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 | $26,066 | $67,512-61.4% | $185,823-86.0% | $93,030-72.0% |
| Participation rate | 72.5% | 67.1%+5.4pp | 81.7%-9.2pp | 73.9%-1.4pp |
| Annual return | 12.48% | 21.04%-8.6pp | 122.05%-109.6pp | 158.70%-146.2pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $239 | $318-24.7% | $16,237-98.5% | $152+57.7% |