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 10 21031 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Accounting | $4,500 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $3,790 |
CITIGROUP GLOBAL MARKETS INC7+ years Filed as: CITIGROUP GLOBAL MARKETS Service code 27 1 COURT SQ · LONG ISLAND CITY, NY 11101 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,215 | $86,225-46.4% | $146,665-68.5% | $86,799-46.8% |
| Participation rate | 63.8% | 78.0%-14.1pp | 80.1%-16.2pp | 72.3%-8.4pp |
| Annual return | 12.71% | 31.23%-18.5pp | 22.74%-10.0pp | 97.91%-85.2pp |
| Employer contribution / active EE | $660 | $2,392-72.4% | $4,136-84.0% | $2,405-72.6% |
| Participant deferral / active EE | $2,381 | $4,245-43.9% | $5,506-56.8% | $4,131-42.4% |
| Admin fee / account holder | $20 | $195-89.6% | $10,280-99.8% | $170-88.0% |