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 |
|---|---|---|
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $31,135 |
EISNERAMPER LLP1 year Service code 10 PO BOX 360635 · PITTSBURGH, PA 15251 | Accounting | $26,250 |
NUGENT ALISON5 years Filed as: NUGENT & HAEUSSLER PC Service code 99 101 BRACKEN RD · MONTGOMERY, NY 12549 | Other Fees | $16,270 |
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $280 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,289 | $79,171+21.6% | $102,423-6.0% | $74,495+29.3% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 10.28% | 54.93%-44.7pp | 29.32%-19.0pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,956 | $2,362-17.2% | $3,023-35.3% | $2,623-25.4% |
| Participant deferral / active EE | $6,233 | $4,415+41.2% | $5,053+23.4% | $4,346+43.4% |
| Admin fee / account holder | $528 | $2,001-73.6% | $9,451-94.4% | $1,942-72.8% |