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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $100,274 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $61,245 |
NEXTCAPITAL GROUP, INC.5 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $16,498 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,745 | $108,549-62.5% | $156,263-73.9% | $85,563-52.4% |
| Participation rate | 92.8% | 77.1%+15.7pp | 78.9%+13.9pp | 66.0%+26.8pp |
| Annual return | 49.85% | 21.79%+28.1pp | 59.47%-9.6pp | 31.51%+18.3pp |
| Employer contribution / active EE | $1,108 | $2,690-58.8% | $4,333-74.4% | $2,654-58.2% |
| Participant deferral / active EE | $3,144 | $4,800-34.5% | $6,158-48.9% | $4,375-28.1% |
| Admin fee / account holder | $148 | $650-77.2% | $14,255-99.0% | $834-82.3% |