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) | $17,477 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 68-0348235 | Contract Administrator | $10,823 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,124 | $51,175-72.4% | $70,515-80.0% | $75,163-81.2% |
| Participation rate | 94.0% | 60.9%+33.1pp | 68.3%+25.7pp | 67.2%+26.9pp |
| Annual return | 11.34% | 30.02%-18.7pp | 32.77%-21.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,642 | $1,826-10.1% | $2,973-44.8% | $2,670-38.5% |
| Participant deferral / active EE | $3,067 | $2,849+7.6% | $4,567-32.8% | $4,125-25.7% |
| Admin fee / account holder | $139 | $4,091-96.6% | $6,412-97.8% | $5,651-97.5% |