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 | $35,936 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $21,808 |
KWC PUBLIC ACCOUNTANTS2 years Filed as: KWC CPAS Service code 10 5270 SHAWNEE RD · ALEXANDRIA, VA 22312 | Accounting | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,097 | $64,119+12.4% | $112,228-35.8% | $66,914+7.7% |
| Participation rate | 32.1% | 68.5%-36.4pp | 75.1%-43.0pp | 69.8%-37.8pp |
| Annual return | -16.42% | -13.81%-2.6pp | 27.45%-43.9pp | 1.58%-18.0pp |
| Employer contribution / active EE | $902 | $3,005-70.0% | $3,635-75.2% | $2,544-64.5% |
| Participant deferral / active EE | $1,397 | $3,693-62.2% | $4,728-70.5% | $4,237-67.0% |
| Admin fee / account holder | $1,026 | $625+64.1% | $6,410-84.0% | $593+72.9% |