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 15 · EIN 11-3665754 | Recordkeeping | $24,397 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $16,750 |
BB&T7+ years Service code 19 · EIN 56-1368984 | Securities Custodian | $5,688 |
BB&T IIA7+ years Service code 51 · EIN 57-0956597 | Investment Mgmt Fees | $4,537 |
PRONVEST1 year Service code 27 · EIN 62-1823351 | Advisory (Plan) | $2,767 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,335 | $77,660+51.1% | $109,143+7.5% | $79,386+47.8% |
| Participation rate | 44.9% | 67.8%-22.9pp | 75.9%-30.9pp | 70.7%-25.8pp |
| Annual return | 12.10% | 23.44%-11.3pp | 25.75%-13.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $1,429 | $2,797-48.9% | $3,722-61.6% | $2,427-41.1% |
| Participant deferral / active EE | $2,331 | $3,518-33.7% | $4,653-49.9% | $4,046-42.4% |
| Admin fee / account holder | $828 | $732+13.1% | $6,752-87.7% | $626+32.2% |