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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $3,025 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR. · IRVIN, CA 92618 | Recordkeeping Fees | $1,801 |
CONTINENTAL BENEFITS GROUP, INC.1 year Filed as: CONTINENTAL BENEFITS GROUP INC Service code 13 95 CONNECTICUT DR. · BURLINGTON, NJ 080164180 | Contract Administrator | $888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,855 | $59,263+41.5% | $96,562-13.2% | $79,386+5.6% |
| Participation rate | 61.5% | 61.9%-0.4pp | 69.8%-8.3pp | 70.7%-9.2pp |
| Annual return | 16.14% | 27.07%-10.9pp | 37.78%-21.6pp | 116.85%-100.7pp |
| Employer contribution / active EE | $1,714 | $1,216+41.0% | $2,356-27.3% | $2,427-29.4% |
| Participant deferral / active EE | $4,144 | $2,948+40.6% | $3,849+7.7% | $4,046+2.4% |
| Admin fee / account holder | $55 | $658-91.7% | $6,181-99.1% | $626-91.3% |