See peer percentile detail. $4.99 for your first month.
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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 | $64,794 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $46,815 |
NEXTCAPITAL GROUP, INC.2 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $11,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,409 | $82,202-35.0% | $125,339-57.4% | $64,808-17.6% |
| Participation rate | 66.7% | 77.9%-11.2pp | 82.4%-15.7pp | 71.5%-4.8pp |
| Annual return | -15.24% | 3.48%-18.7pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,798 | $3,615-50.3% | $4,814-62.6% | $2,506-28.2% |
| Participant deferral / active EE | $2,384 | $7,175-66.8% | $7,446-68.0% | $4,310-44.7% |
| Admin fee / account holder | $275 | $163+68.5% | $10,010-97.3% | $188+46.5% |