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 LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $3,538 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR. · IRVIN, CA 92618 | Recordkeeping Fees | $3,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,199 | $54,701+61.2% | $86,188+2.3% | $71,457+23.4% |
| Participation rate | 55.6% | 60.1%-4.6pp | 69.0%-13.4pp | 67.9%-12.4pp |
| Annual return | 18.55% | 20.06%-1.5pp | 1168.45%-1149.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,467 | $1,265+16.0% | $2,380-38.4% | $2,588-43.3% |
| Participant deferral / active EE | $3,351 | $3,108+7.8% | $3,985-15.9% | $4,289-21.9% |
| Admin fee / account holder | $62 | $1,922-96.8% | $6,852-99.1% | $1,587-96.1% |