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 13 415 8TH AVE NE · BRAINERD, MN 56401 | Contract Administrator | $6,034 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVW · IRVINE, CA 92618 | Recordkeeping Fees | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,676 | $78,672-66.1% | $109,143-75.6% | $85,850-68.9% |
| Participation rate | 78.4% | 68.3%+10.1pp | 75.9%+2.5pp | 69.3%+9.0pp |
| Annual return | 15.59% | 25.09%-9.5pp | 25.75%-10.2pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,688 | $2,735-38.3% | $3,722-54.6% | $2,565-34.2% |
| Participant deferral / active EE | $2,334 | $3,467-32.7% | $4,653-49.8% | $3,952-40.9% |
| Admin fee / account holder | $52 | $5,469-99.1% | $6,752-99.2% | $6,260-99.2% |