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 BY ASCENSUS - QBI Service code 13 PO BOX 734602 · CHICAGO, IL 60673 | Contract Administrator | $2,300 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $980 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,468 | $65,409-65.7% | $98,442-77.2% | $85,850-73.8% |
| Participation rate | 71.2% | 65.0%+6.2pp | 73.3%-2.1pp | 69.3%+1.9pp |
| Annual return | 12.25% | 21.76%-9.5pp | 1492.73%-1480.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,424 | $3,166-23.4% | $4,276-43.3% | $3,952-38.7% |
| Admin fee / account holder | $114 | $4,593-97.5% | $5,949-98.1% | $6,260-98.2% |