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 LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $4,210 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,225 |
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 | $38,680 | $46,292-16.4% | $143,757-73.1% | $64,808-40.3% |
| Participation rate | 49.8% | 64.2%-14.5pp | 80.3%-30.6pp | 71.5%-21.7pp |
| Annual return | -17.10% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,220 | $1,910-36.1% | $4,951-75.4% | $2,506-51.3% |
| Participant deferral / active EE | $1,879 | $2,646-29.0% | $5,637-66.7% | $4,310-56.4% |
| Admin fee / account holder | $17 | $154-88.8% | $14,673-99.9% | $188-90.8% |