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 LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 12 · EIN 82-3719843 200 DRYDEN RAOD · DRESHER, PA 19025 | Recordkeeping and information managem... | $25,771 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 92653 | Recordkeeping | $646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,694 | $54,193+54.4% | $93,654-10.6% | $77,671+7.8% |
| Participation rate | 27.2% | 63.9%-36.7pp | 68.7%-41.5pp | 70.6%-43.3pp |
| Annual return | 15.18% | 30.54%-15.4pp | 133.34%-118.2pp | 31.21%-16.0pp |
| Employer contribution / active EE | $301 | $1,168-74.2% | $2,421-87.6% | $2,726-89.0% |
| Participant deferral / active EE | $2,282 | $3,144-27.4% | $4,413-48.3% | $4,648-50.9% |
| Admin fee / account holder | $263 | $576-54.4% | $8,282-96.8% | $430-39.0% |