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 ADVISERS3 years Filed as: DRIVE WEALTH MANAGEMENT, LLC Service code 26 2000 W. ASHTON BLVD · LEHI, UT 84043 | Advisory (Participants) | $20,422 |
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $9,913 |
ASCENSUS LLC2 years Filed as: WEALTH MANAGEMENT, LLC Service code 28 125 S 4TH STREET · NORFOLK, NE 68701 | Investment Management | $6,807 |
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 | $93,031 | $65,061+43.0% | $143,757-35.3% | $66,914+39.0% |
| Participation rate | 50.6% | 65.2%-14.6pp | 80.3%-29.7pp | 69.8%-19.2pp |
| Annual return | -9.81% | -11.14%+1.3pp | -0.04%-9.8pp | 1.58%-11.4pp |
| Employer contribution / active EE | $1,864 | $2,361-21.0% | $4,951-62.3% | $2,544-26.7% |
| Participant deferral / active EE | $3,289 | $2,919+12.7% | $5,637-41.6% | $4,237-22.4% |
| Admin fee / account holder | $272 | $502-45.9% | $14,673-98.1% | $593-54.2% |