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 |
|---|---|---|
AMERICAN FUNDS7 years Service code 15 · EIN 20-3691658 | Recordkeeping | $0 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 14 23693 NETWORK PL · CHICAGO, IL 606731236 | Plan Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,315 | $68,914+38.3% | $136,749-30.3% | $74,304+28.3% |
| Participation rate | 82.9% | 51.3%+31.5pp | 72.1%+10.7pp | 60.3%+22.5pp |
| Annual return | 18.95% | 16.34%+2.6pp | 24.33%-5.4pp | 29.43%-10.5pp |
| Employer contribution / active EE | $3,158 | $1,561+102.2% | $3,400-7.1% | $2,241+40.9% |
| Participant deferral / active EE | $5,777 | $2,541+127.3% | $4,692+23.1% | $3,767+53.3% |
| Admin fee / account holder | $9 | $3,149-99.7% | $11,386-99.9% | $2,969-99.7% |