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: FUTUREPLAN BY ASCENSUS Service code 13 415 8TH AVE NE · BRAINERD, MN 564012853 | Contract Administrator | $4,080 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,200 |
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 | $43,481 | $47,126-7.7% | $149,673-70.9% | $74,419-41.6% |
| Participation rate | 45.2% | 63.4%-18.2pp | 78.8%-33.6pp | 70.7%-25.5pp |
| Annual return | 18.26% | 22.75%-4.5pp | 134.42%-116.2pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,228 | $1,905-35.5% | $4,818-74.5% | $2,637-53.4% |
| Participant deferral / active EE | $1,851 | $2,728-32.1% | $5,680-67.4% | $4,528-59.1% |
| Admin fee / account holder | $16 | $343-95.2% | $13,210-99.9% | $348-95.3% |