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 | $38,166 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,078 |
BB&T1 year Service code 50 · EIN 56-1368984 | Direct Payment | $16,269 |
NEXTCAPITAL GROUP, INC.1 year Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $341 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,505 | $61,156-35.4% | $185,823-78.7% | $79,386-50.2% |
| Participation rate | 79.5% | 66.6%+12.9pp | 81.7%-2.2pp | 70.7%+8.8pp |
| Annual return | 16.63% | 19.45%-2.8pp | 122.05%-105.4pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,593 | $2,321-31.4% | $5,167-69.2% | $2,427-34.4% |
| Participant deferral / active EE | $3,141 | $2,789+12.6% | $5,568-43.6% | $4,046-22.4% |
| Admin fee / account holder | $278 | $710-60.8% | $16,237-98.3% | $626-55.6% |