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 Service code 15 · EIN 11-3665754 | Recordkeeping | $64,462 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 50 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Direct Payment | $46,944 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 50 · EIN 43-1451524 | Direct Payment | $35,214 |
NEXTCAPITAL GROUP, INC.2 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $14,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,250 | $82,202+56.0% | $125,339+2.3% | $64,808+97.9% |
| Participation rate | 75.3% | 77.9%-2.6pp | 82.4%-7.1pp | 71.5%+3.8pp |
| Annual return | -16.73% | 3.48%-20.2pp | 572.05%-588.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $3,066 | $3,615-15.2% | $4,814-36.3% | $2,506+22.4% |
| Participant deferral / active EE | $8,501 | $7,175+18.5% | $7,446+14.2% | $4,310+97.2% |
| Admin fee / account holder | $352 | $163+115.4% | $10,010-96.5% | $188+87.3% |