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 | $90,105 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $74,106 |
NEXTCAPITAL GROUP, INC.4 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $14,266 |
RKL LLP9 years Service code 10 PO BOX 8404 · LANCASTER, PA 176048404 | Accounting | $14,018 |
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 | $39,707 | $88,890-55.3% | $102,423-61.2% | $77,643-48.9% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 13.38% | 24.98%-11.6pp | 29.32%-15.9pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,978 | $2,698-26.7% | $3,023-34.6% | $2,726-27.4% |
| Participant deferral / active EE | $4,280 | $5,145-16.8% | $5,053-15.3% | $4,647-7.9% |
| Admin fee / account holder | $256 | $235+8.9% | $9,451-97.3% | $430-40.4% |