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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR. · IRVIN, CA 92618 | Recordkeeping Fees | $7,774 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $3,731 |
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 | $98,623 | $59,417+66.0% | $93,606+5.4% | $74,495+32.4% |
| Participation rate | 55.5% | 59.7%-4.2pp | 68.7%-13.2pp | 67.2%-11.7pp |
| Annual return | 14.37% | 81.83%-67.5pp | 133.20%-118.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,664 | $1,264+31.7% | $2,420-31.2% | $2,623-36.6% |
| Participant deferral / active EE | $3,606 | $3,050+18.2% | $4,411-18.2% | $4,346-17.0% |
| Admin fee / account holder | $97 | $3,021-96.8% | $8,285-98.8% | $1,942-95.0% |