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 | $52,112 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $20,946 |
NEXTCAPITAL GROUP, INC.2 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $3,901 |
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 | $114,464 | $86,655+32.1% | $119,609-4.3% | $66,914+71.1% |
| Participation rate | 81.2% | 75.6%+5.6pp | 79.3%+1.9pp | 69.8%+11.4pp |
| Annual return | -16.06% | -8.00%-8.1pp | -14.97%-1.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,389 | $2,536-45.2% | $4,232-67.2% | $2,544-45.4% |
| Participant deferral / active EE | $7,364 | $4,358+69.0% | $5,602+31.5% | $4,237+73.8% |
| Admin fee / account holder | $397 | $755-47.4% | $10,323-96.2% | $593-33.1% |