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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $214,479 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $34,266 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $15,281 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 50 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Direct Payment | $498 |
NEXTCAPITAL GROUP, INC.4 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $165 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,452 | $55,347-63.0% | $120,354-83.0% | $199,593-89.8% |
| Participation rate | 71.0% | 52.9%+18.2pp | 71.9%-0.9pp | 72.0%-0.9pp |
| Annual return | 12.25% | 15.37%-3.1pp | 107.15%-94.9pp | 34.25%-22.0pp |
| Employer contribution / active EE | $673 | $1,296-48.0% | $3,463-80.6% | $3,034-77.8% |
| Participant deferral / active EE | $1,311 | $2,350-44.2% | $4,991-73.7% | $5,087-74.2% |
| Admin fee / account holder | $95 | $134-29.2% | $9,423-99.0% | $269-64.7% |