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 5-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 15 · EIN 82-3719843 | Recordkeeping | $17,885 |
JONES & MALHOTRA2 years Filed as: JONES & MALHORTRA CERTIFIED PUBLIC Service code 10 · EIN 95-4668647 | Accounting | $10,000 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSUR C Service code 15 · EIN 36-6071399 | Recordkeeping | $5,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,011 | $82,664-27.4% | $125,339-52.1% | $68,494-12.4% |
| Participation rate | 71.7% | 75.0%-3.3pp | 82.4%-10.7pp | 67.9%+3.8pp |
| Annual return | -15.79% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,006 | $3,381-70.2% | $4,814-79.1% | $2,596-61.2% |
| Participant deferral / active EE | $4,490 | $6,110-26.5% | $7,446-39.7% | $4,027+11.5% |
| Admin fee / account holder | $477 | $6,275-92.4% | $10,010-95.2% | $5,403-91.2% |