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 10 21031 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Accounting | $6,600 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $4,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,953 | $71,142-49.5% | $119,609-69.9% | $64,808-44.5% |
| Participation rate | 53.8% | 78.6%-24.8pp | 79.3%-25.4pp | 71.5%-17.6pp |
| Annual return | -15.88% | -10.01%-5.9pp | -14.97%-0.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $584 | $2,497-76.6% | $4,232-86.2% | $2,506-76.7% |
| Participant deferral / active EE | $2,033 | $4,490-54.7% | $5,602-63.7% | $4,310-52.8% |
| Admin fee / account holder | $24 | $162-84.9% | $10,323-99.8% | $188-87.0% |