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 LLC2 years Filed as: SCP RETIREMENT SERVICES, LLC Service code 49 | Other Services | $32,958 |
BOURGEOIS BENNETT LLC10+ years Service code 99 · EIN 72-0136870 | Other Fees | $18,500 |
MORNINGSTAR11+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,512 |
ASCENSUS LLC2 years 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 | $129,376 | $57,831+123.7% | $82,389+57.0% | $85,563+51.2% |
| Participation rate | 74.5% | 55.0%+19.5pp | 69.5%+5.0pp | 66.0%+8.6pp |
| Annual return | 14.72% | 17.86%-3.1pp | 28.67%-13.9pp | 31.51%-16.8pp |
| Employer contribution / active EE | $2,942 | $1,643+79.1% | $2,517+16.9% | $2,654+10.9% |
| Participant deferral / active EE | $5,605 | $3,118+79.8% | $4,155+34.9% | $4,375+28.1% |
| Admin fee / account holder | $88 | $1,391-93.6% | $7,231-98.8% | $834-89.4% |