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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,906 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 P.O. BOX 896952 · CHARLOTTE, NC 28289 | Advisory (Plan) | $12,939 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $1,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,227 | $100,923-34.4% | $150,045-55.9% | $74,304-10.9% |
| Participation rate | 55.5% | 70.1%-14.6pp | 82.3%-26.8pp | 60.3%-4.9pp |
| Annual return | 21.44% | 51.77%-30.3pp | 62.55%-41.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $1,898 | $3,463-45.2% | $4,693-59.6% | $2,241-15.3% |
| Participant deferral / active EE | $3,972 | $6,709-40.8% | $7,997-50.3% | $3,767+5.4% |
| Admin fee / account holder | $255 | $2,767-90.8% | $13,435-98.1% | $2,969-91.4% |