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 | $174,363 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $41,022 |
NEXTCAPITAL GROUP, INC.1 year Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $784 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $75 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,516 | $136,266-82.7% | $90,749-74.1% | $77,904-69.8% |
| Participation rate | 93.5% | 86.6%+6.8pp | 75.7%+17.8pp | 73.7%+19.8pp |
| Annual return | -17.56% | -11.32%-6.2pp | -12.16%-5.4pp | 12.21%-29.8pp |
| Employer contribution / active EE | $2,165 | $4,215-48.6% | $2,921-25.9% | $2,848-24.0% |
| Participant deferral / active EE | $2,735 | $6,353-57.0% | $4,564-40.1% | $4,806-43.1% |
| Admin fee / account holder | $117 | $399-70.7% | $8,445-98.6% | $133-11.9% |