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 | $16,362 |
Filed as: RESOURCES INVESTMENT ADVISORS CO. Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $10,040 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,699 | $56,357-13.6% | $104,294-53.3% | $68,494-28.9% |
| Participation rate | 94.7% | 63.3%+31.4pp | 73.3%+21.4pp | 67.9%+26.8pp |
| Annual return | -16.84% | -9.19%-7.7pp | 24.61%-41.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $6,658 | $1,960+239.7% | $3,372+97.5% | $2,596+156.4% |
| Participant deferral / active EE | $1,327 | $3,077-56.9% | $4,625-71.3% | $4,027-67.0% |
| Admin fee / account holder | $352 | $4,903-92.8% | $7,339-95.2% | $5,403-93.5% |