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 9-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 |
|---|---|---|
Filed as: ASIS PACIFIC FINANCIAL MANAGEMENT Service code 27 · EIN 66-0493272 | Advisory (Plan) | $21,025 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 68-0348235 | Contract Administrator | $6,752 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,921 | $63,442-79.6% | $68,791-81.2% | $66,914-80.7% |
| Participation rate | 84.9% | 60.0%+25.0pp | 69.0%+15.9pp | 69.8%+15.1pp |
| Annual return | -17.45% | -8.29%-9.2pp | -6.38%-11.1pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,241 | $1,775-30.1% | $2,655-53.3% | $2,544-51.2% |
| Participant deferral / active EE | $1,772 | $2,945-39.8% | $3,941-55.0% | $4,237-58.2% |
| Admin fee / account holder | $156 | $577-73.0% | $4,932-96.8% | $593-73.7% |