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: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $42,002 |
AMERICAN FUNDS3+ years Filed as: CAPITAL ANALYSTS INC Service code 27 · EIN 45-4846725 | Advisory (Plan) | $13,260 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,577 | $69,305-29.9% | $82,313-41.0% | $69,631-30.2% |
| Participation rate | 77.1% | 80.3%-3.2pp | 76.9%+0.2pp | 70.7%+6.4pp |
| Annual return | 15.49% | 21.47%-6.0pp | 25.88%-10.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,031 | $1,887-45.3% | $2,428-57.5% | $2,032-49.3% |
| Participant deferral / active EE | $1,621 | $3,568-54.6% | $3,706-56.3% | $3,224-49.7% |
| Admin fee / account holder | $162 | $97+66.8% | $5,608-97.1% | $110+46.8% |