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 | $159,965 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $11,820 |
NEXTCAPITAL GROUP, INC.2 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $606 |
Participant contribution per participant 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 | $27,964 | $104,631-73.3% | $98,439-71.6% | $80,160-65.1% |
| Participation rate | 97.6% | 87.5%+10.0pp | 75.2%+22.4pp | 72.9%+24.7pp |
| Annual return | 19.23% | 34.72%-15.5pp | 21.16%-1.9pp | 40.38%-21.2pp |
| Employer contribution / active EE | $2,590 | $4,517-42.7% | $3,048-15.0% | $2,978-13.0% |
| Participant deferral / active EE | $3,160 | $6,545-51.7% | $4,738-33.3% | $5,017-37.0% |
| Admin fee / account holder | $88 | $105-15.9% | $8,948-99.0% | $145-39.2% |