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 |
|---|---|---|
Service code 99 · EIN 61-1758632 | Other Fees | $6,230 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 99 · EIN 11-1000111 | Other Fees | $3,767 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,995 | $148,534-33.4% | $135,903-27.2% | $139,434-29.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.13% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,232 | $5,243-38.4% | $4,856-33.5% | $4,751-32.0% |
| Participant deferral / active EE | $11,602 | $8,100+43.2% | $7,758+49.6% | $6,710+72.9% |
| Admin fee / account holder | $13,292 | $12,400+7.2% | $10,762+23.5% | $11,403+16.6% |