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 |
|---|---|---|
CUMMINS INC1 year Filed as: CUMMINS BEHAVIORAL HEALTH SYSTEMS I Service code 99 5101 E US HWY 36 · AVON, IN 46123 | Other Fees | $11,500 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,649 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,455 |
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 | $53,565 | $50,815+5.4% | $155,509-65.6% | $77,643-31.0% |
| Participation rate | 47.0% | 63.1%-16.1pp | 78.2%-31.2pp | 70.6%-23.6pp |
| Annual return | 15.40% | 34.80%-19.4pp | 64.67%-49.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,374 | $1,993-31.1% | $4,672-70.6% | $2,726-49.6% |
| Participant deferral / active EE | $1,975 | $2,822-30.0% | $5,626-64.9% | $4,647-57.5% |
| Admin fee / account holder | $64 | $437-85.2% | $15,912-99.6% | $430-85.0% |