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 |
|---|---|---|
APELLA CAPITAL, LLC1 year Service code 26 2821 NORTHUP WAY · BELLEVUE, WA 98004 | Advisory (Participants) | $20,597 |
Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68702 | Recordkeeping | $16,321 |
ASCENSUS LLC1 year Filed as: WEALTH MANAGEMENT LLC Service code 28 125 S 4TH STREET · NORFOLK, NE 68702 | Investment Management | $5,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,154 | $58,879+37.8% | $178,490-54.5% | $73,488+10.4% |
| Participation rate | 69.0% | 66.2%+2.7pp | 81.9%-13.0pp | 70.7%-1.7pp |
| Annual return | 12.84% | 24.86%-12.0pp | 151.07%-138.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,688 | $2,236-24.5% | $5,011-66.3% | $2,270-25.6% |
| Participant deferral / active EE | $4,474 | $2,567+74.2% | $5,202-14.0% | $3,740+19.6% |
| Admin fee / account holder | $470 | $400+17.5% | $13,984-96.6% | $513-8.3% |