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 ADVISERS4 years Filed as: DRIVE WEALTH MANAGEMENT, LLC Service code 26 3333 N DIGITAL DR · LEHI, UT 84043 | Advisory (Participants) | $20,557 |
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 14 125 S 4TH STREET · NORFOLK, NE 68701 | Plan Administrator | $10,220 |
ASCENSUS LLC3 years Filed as: WEALTH MANAGEMENT, LLC Service code 27 125 S 4TH STREET · NORFOLK, NE 68701 | Advisory (Plan) | $6,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,520 | $47,126+143.0% | $149,673-23.5% | $74,419+53.9% |
| Participation rate | 44.8% | 63.4%-18.6pp | 78.8%-34.0pp | 70.7%-25.9pp |
| Annual return | 16.61% | 22.75%-6.1pp | 134.42%-117.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,811 | $1,905-4.9% | $4,818-62.4% | $2,637-31.3% |
| Participant deferral / active EE | $3,148 | $2,728+15.4% | $5,680-44.6% | $4,528-30.5% |
| Admin fee / account holder | $272 | $343-20.8% | $13,210-97.9% | $348-21.9% |