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 LLC6+ years Filed as: ASCENSUS CONSULTING Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 468148728 | Contract Administrator | $4,138 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 S. HOPE STREET, 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,050 |
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 | $43,421 | $52,293-17.0% | $178,490-75.7% | $73,409-40.9% |
| Participation rate | 54.1% | 65.3%-11.2pp | 81.9%-27.8pp | 72.2%-18.1pp |
| Annual return | 18.33% | 34.75%-16.4pp | 151.07%-132.7pp | 59.29%-41.0pp |
| Employer contribution / active EE | $1,270 | $1,735-26.8% | $5,011-74.6% | $2,234-43.1% |
| Participant deferral / active EE | $1,793 | $2,332-23.1% | $5,202-65.5% | $3,805-52.9% |
| Admin fee / account holder | $19 | $127-85.4% | $13,984-99.9% | $158-88.2% |