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 | $62,210 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $46,218 |
NEXTCAPITAL GROUP, INC.3 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $8,961 |
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 | $59,388 | $95,274-37.7% | $135,903-56.3% | $74,419-20.2% |
| Participation rate | 69.0% | 78.2%-9.2pp | 81.9%-12.9pp | 70.7%-1.7pp |
| Annual return | 17.72% | 32.77%-15.0pp | 68.23%-50.5pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,973 | $3,874-49.1% | $4,856-59.4% | $2,637-25.2% |
| Participant deferral / active EE | $2,462 | $7,782-68.4% | $7,758-68.3% | $4,528-45.6% |
| Admin fee / account holder | $248 | $266-6.7% | $10,762-97.7% | $348-28.7% |