See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 66-0493272 | Advisory (Plan) | $22,655 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 68-0348235 | Contract Administrator | $8,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,692 | $62,573-71.7% | $85,682-79.4% | $85,850-79.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.39% | 23.77%-12.4pp | 21.49%-10.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,679 | $1,757+52.5% | $2,618+2.3% | $2,565+4.4% |
| Participant deferral / active EE | $3,184 | $2,802+13.6% | $3,923-18.8% | $3,952-19.4% |
| Admin fee / account holder | $215 | $4,640-95.4% | $6,873-96.9% | $6,260-96.6% |