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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,331 |
NEXTCAPITAL GROUP, INC.1 year Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $4,723 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,384 | $62,603-11.5% | $104,294-46.9% | $66,914-17.2% |
| Participation rate | 23.2% | 59.6%-36.4pp | 73.3%-50.1pp | 69.8%-46.6pp |
| Annual return | -20.08% | -14.70%-5.4pp | 24.61%-44.7pp | 1.58%-21.7pp |
| Employer contribution / active EE | $0 | $1,972-100.0% | $3,372-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $843 | $2,853-70.5% | $4,625-81.8% | $4,237-80.1% |
| Admin fee / account holder | $394 | $656-39.9% | $7,339-94.6% | $593-33.5% |