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 | $20,424 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $1,503 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL GROUP, INC., Service code 27 104 S. MICHIGAN AVE · CHICAGO, IL 60603 | Advisory (Plan) | $600 |
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 | $97,438 | $65,435+48.9% | $86,677+12.4% | $66,914+45.6% |
| Participation rate | 42.7% | 75.5%-32.7pp | 76.6%-33.9pp | 69.8%-27.1pp |
| Annual return | -17.16% | -10.89%-6.3pp | 35.91%-53.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,398 | $4,100-65.9% | $4,656-70.0% | $4,237-67.0% |
| Admin fee / account holder | $425 | $642-33.7% | $7,493-94.3% | $593-28.4% |