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 LLC5+ years Filed as: ASCENSUS CONSULTING Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 468148728 | Contract Administrator | $4,245 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 S. HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,821 | $62,928-44.7% | $172,739-79.8% | $67,579-48.5% |
| Participation rate | 50.5% | 64.5%-14.0pp | 82.6%-32.1pp | 71.3%-20.8pp |
| Annual return | 23.01% | 30.36%-7.3pp | 802.84%-779.8pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,064 | $1,636-35.0% | $5,143-79.3% | $2,148-50.5% |
| Participant deferral / active EE | $1,556 | $2,145-27.4% | $5,198-70.1% | $3,539-56.0% |
| Admin fee / account holder | $19 | $167-88.6% | $13,954-99.9% | $142-86.6% |