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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $49,271 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $17,914 |
NEXTCAPITAL GROUP, INC.3 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $2,974 |
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 | $135,632 | $82,978+63.5% | $129,995+4.3% | $71,457+89.8% |
| Participation rate | 78.5% | 74.1%+4.4pp | 78.5%0pp | 67.9%+10.6pp |
| Annual return | 17.01% | 20.60%-3.6pp | -137.18%+154.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,445 | $2,622-44.9% | $4,320-66.5% | $2,588-44.2% |
| Participant deferral / active EE | $8,030 | $4,432+81.2% | $5,820+38.0% | $4,289+87.2% |
| Admin fee / account holder | $379 | $1,729-78.1% | $10,614-96.4% | $1,587-76.1% |