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 |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL ANALYSTS, INC. Service code 26 · EIN 45-4846725 | Advisory (Participants) | $47,355 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA, LLC Service code 15 · EIN 86-3678481 805 BROADWAY ST · VANCOUVER, WA 98660 | Recordkeeping | $2,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,518 | $65,908+23.7% | $81,812-0.4% | $77,643+5.0% |
| Participation rate | 83.7% | 65.8%+17.9pp | 72.3%+11.4pp | 70.6%+13.2pp |
| Annual return | 20.51% | 26.64%-6.1pp | 773.79%-753.3pp | 31.24%-10.7pp |
| Employer contribution / active EE | $6,419 | $2,370+170.8% | $2,912+120.4% | $2,726+135.5% |
| Participant deferral / active EE | $3,377 | $3,505-3.7% | $4,319-21.8% | $4,647-27.3% |
| Admin fee / account holder | $350 | $526-33.5% | $7,386-95.3% | $430-18.6% |