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 |
|---|---|---|
DRIVE WEALTH ADVISERS2 years Filed as: DRIVE WEALTH MANAGEMENT, LLC Service code 26 2000 W. ASHTON BLVD · LEHI, UT 84043 | Advisory (Participants) | $15,491 |
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $6,653 |
ASCENSUS LLC1 year Filed as: WEALTH MANAGEMENT, LLC Service code 28 125 S 4TH STREET · NORFOLK, NE 68701 | Investment Management | $6,653 |
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 | $112,699 | $61,156+84.3% | $185,823-39.4% | $79,386+42.0% |
| Participation rate | 60.4% | 66.6%-6.2pp | 81.7%-21.3pp | 70.7%-10.3pp |
| Annual return | 17.82% | 19.45%-1.6pp | 122.05%-104.2pp | 116.85%-99.0pp |
| Employer contribution / active EE | $1,975 | $2,321-14.9% | $5,167-61.8% | $2,427-18.6% |
| Participant deferral / active EE | $3,424 | $2,789+22.8% | $5,568-38.5% | $4,046-15.4% |
| Admin fee / account holder | $243 | $710-65.8% | $16,237-98.5% | $626-61.3% |