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 | $11,710 |
BB&T7+ years Service code 50 · EIN 56-1368984 | Direct Payment | $5,155 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $938 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $375 |
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 | $112,470 | $84,936+32.4% | $111,297+1.1% | $79,386+41.7% |
| Participation rate | 46.2% | 75.9%-29.7pp | 77.3%-31.2pp | 70.7%-24.6pp |
| Annual return | 13.77% | 17.45%-3.7pp | 54.65%-40.9pp | 116.85%-103.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,324 | $3,888-65.9% | $4,487-70.5% | $4,046-67.3% |
| Admin fee / account holder | $313 | $537-41.7% | $7,964-96.1% | $626-50.0% |