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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $84,280 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS. Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $77,252 |
NEXTCAPITAL GROUP, INC.4 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $12,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,045 | $106,028+31.1% | $146,958-5.4% | $77,643+79.1% |
| Participation rate | 71.3% | 78.4%-7.0pp | 82.2%-10.8pp | 70.6%+0.8pp |
| Annual return | 16.67% | 56.73%-40.1pp | 418.34%-401.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $3,067 | $4,063-24.5% | $4,933-37.8% | $2,726+12.5% |
| Participant deferral / active EE | $8,772 | $7,990+9.8% | $8,070+8.7% | $4,647+88.8% |
| Admin fee / account holder | $275 | $337-18.6% | $12,998-97.9% | $430-36.2% |