See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES, LLC Service code 49 | Other Services | $29,105 |
BOURGEOIS BENNETT LLC9+ years Service code 99 · EIN 72-0136870 | Other Fees | $18,500 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,900 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LASALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,237 | $55,416+113.4% | $75,972+55.6% | $77,643+52.3% |
| Participation rate | 71.3% | 63.6%+7.7pp | 69.1%+2.2pp | 70.6%+0.7pp |
| Annual return | 12.71% | 17.07%-4.4pp | 359.55%-346.8pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,641 | $1,788+47.8% | $2,685-1.6% | $2,726-3.1% |
| Participant deferral / active EE | $5,048 | $3,447+46.4% | $4,255+18.6% | $4,647+8.6% |
| Admin fee / account holder | $79 | $414-80.8% | $6,467-98.8% | $430-81.6% |