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 | $69,792 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $52,222 |
NEXTCAPITAL GROUP, INC.4 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $9,877 |
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 | $67,251 | $89,808-25.1% | $100,391-33.0% | $77,643-13.4% |
| Participation rate | 78.2% | 81.2%-3.0pp | 81.5%-3.3pp | 70.6%+7.6pp |
| Annual return | 14.05% | 20.62%-6.6pp | 49.20%-35.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,166 | $3,039-28.7% | $3,942-45.1% | $2,726-20.6% |
| Participant deferral / active EE | $2,966 | $8,284-64.2% | $8,082-63.3% | $4,647-36.2% |
| Admin fee / account holder | $278 | $174+59.6% | $7,899-96.5% | $430-35.4% |