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 |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 68-0348235 | Contract Administrator | $32,828 |
Service code 27 · EIN 66-0493272 | Advisory (Plan) | $7,251 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,471 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,539 | $54,517-64.2% | $75,972-74.3% | $74,495-73.8% |
| Participation rate | 82.9% | 60.3%+22.5pp | 69.1%+13.8pp | 67.2%+15.7pp |
| Annual return | 21.84% | 31.82%-10.0pp | 359.55%-337.7pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $1,043 | $1,777-41.3% | $2,685-61.2% | $2,623-60.2% |
| Participant deferral / active EE | $2,346 | $3,066-23.5% | $4,255-44.9% | $4,346-46.0% |
| Admin fee / account holder | $299 | $2,229-86.6% | $6,467-95.4% | $1,942-84.6% |