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 |
|---|---|---|
Filed as: PLEXUS FINANCIAL SOLUTIONS Service code 99 · EIN 27-1746834 | Other Fees | $54,970 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $17,178 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $16,640 |
Employer 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,265 | $113,016+87.8% | $103,476+105.1% | $74,495+184.9% |
| Participation rate | 72.7% | 80.8%-8.1pp | 80.5%-7.8pp | 67.2%+5.5pp |
| Annual return | 15.78% | 23.24%-7.5pp | 23.90%-8.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,561 | $4,881-68.0% | $4,672-66.6% | $2,623-40.5% |
| Participant deferral / active EE | $7,585 | $7,279+4.2% | $6,623+14.5% | $4,346+74.5% |
| Admin fee / account holder | $659 | $1,709-61.4% | $9,413-93.0% | $1,942-66.1% |