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: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 1010 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,450 |
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $5,840 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,022 | $89,436-41.8% | $164,813-68.4% | $77,643-33.0% |
| Participation rate | 49.9% | 78.6%-28.7pp | 78.6%-28.7pp | 70.6%-20.7pp |
| Annual return | 13.17% | 28.83%-15.7pp | 69.93%-56.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,905 | $4,897-61.1% | $6,031-68.4% | $4,647-59.0% |
| Admin fee / account holder | $27 | $339-92.0% | $12,690-99.8% | $430-93.7% |