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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $66,091 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $57,929 |
RKL LLP8 years Service code 10 PO BOX 8404 · LANCASTER, PA 176048404 | Accounting | $16,982 |
NEXTCAPITAL GROUP, INC.3 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $11,173 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,527 | $99,078-63.1% | $96,544-62.2% | $74,419-50.9% |
| Participation rate | 96.5% | 80.7%+15.8pp | 76.0%+20.6pp | 70.7%+25.8pp |
| Annual return | 18.91% | 22.48%-3.6pp | 25.84%-6.9pp | 34.38%-15.5pp |
| Employer contribution / active EE | $2,924 | $2,570+13.8% | $2,965-1.4% | $2,637+10.9% |
| Participant deferral / active EE | $3,955 | $4,933-19.8% | $4,851-18.5% | $4,528-12.7% |
| Admin fee / account holder | $225 | $225+0.1% | $8,252-97.3% | $348-35.4% |