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 LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $3,060 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $884 |
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 | $46,103 | $56,485-18.4% | $185,823-75.2% | $86,799-46.9% |
| Participation rate | 52.1% | 65.5%-13.4pp | 81.7%-29.6pp | 72.3%-20.2pp |
| Annual return | 17.04% | 118.04%-101.0pp | 122.05%-105.0pp | 97.91%-80.9pp |
| Employer contribution / active EE | $1,289 | $1,843-30.1% | $5,167-75.1% | $2,405-46.4% |
| Participant deferral / active EE | $1,943 | $2,553-23.9% | $5,568-65.1% | $4,131-53.0% |
| Admin fee / account holder | $13 | $150-91.3% | $16,237-99.9% | $170-92.3% |