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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,560 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $35,373 |
NEXTCAPITAL GROUP, INC.2 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $5,826 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,903 | $49,451+7.0% | $79,550-33.5% | $66,914-20.9% |
| Participation rate | 92.2% | 61.3%+30.9pp | 69.5%+22.7pp | 69.8%+22.4pp |
| Annual return | -13.80% | 84.25%-98.1pp | 0.16%-14.0pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,106 | $1,266-12.6% | $2,413-54.2% | $2,544-56.5% |
| Participant deferral / active EE | $4,906 | $3,159+55.3% | $3,985+23.1% | $4,237+15.8% |
| Admin fee / account holder | $368 | $595-38.2% | $6,832-94.6% | $593-38.0% |