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 33 · EIN 11-3665754 | Participant loan processing; Securiti... | $10,422 |
Service code 27 2900 SW MACVICAR AVE · TOPEKA, KS 666111710 | Advisory (Plan) | $9,144 |
UNITED OF OMAHA2 years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,443 | $80,724+33.1% | $103,333+4.0% | $74,495+44.2% |
| Participation rate | 44.9% | 65.7%-20.8pp | 74.5%-29.6pp | 67.2%-22.3pp |
| Annual return | 11.52% | 27.56%-16.0pp | 24.88%-13.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,807 | $3,157-42.8% | $3,868-53.3% | $2,623-31.1% |
| Participant deferral / active EE | $4,395 | $3,860+13.8% | $5,057-13.1% | $4,346+1.1% |
| Admin fee / account holder | $222 | $2,368-90.6% | $8,355-97.3% | $1,942-88.6% |