See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $3,886 |
AMERICAN FUNDS6 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,674 |
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 | $39,271 | $46,292-15.2% | $143,757-72.7% | $64,808-39.4% |
| Participation rate | 48.9% | 64.2%-15.3pp | 80.3%-31.4pp | 71.5%-22.5pp |
| Annual return | -16.64% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $618 | $1,910-67.6% | $4,951-87.5% | $2,506-75.3% |
| Participant deferral / active EE | $1,344 | $2,646-49.2% | $5,637-76.2% | $4,310-68.8% |
| Admin fee / account holder | $23 | $154-84.8% | $14,673-99.8% | $188-87.5% |