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, LLC2 years Service code 26 2821 NORTHUP WAY · BELLEVUE, WA 98004 | Advisory (Participants) | $27,045 |
Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68702 | Recordkeeping | $18,804 |
ASCENSUS LLC2 years Filed as: WEALTH MANAGEMENT LLC Service code 28 125 S 4TH STREET · NORFOLK, NE 68702 | Investment Management | $7,727 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,780 | $61,156+46.8% | $185,823-51.7% | $79,386+13.1% |
| Participation rate | 76.2% | 66.6%+9.6pp | 81.7%-5.5pp | 70.7%+5.5pp |
| Annual return | 15.53% | 19.45%-3.9pp | 122.05%-106.5pp | 116.85%-101.3pp |
| Employer contribution / active EE | $2,054 | $2,321-11.5% | $5,167-60.3% | $2,427-15.4% |
| Participant deferral / active EE | $5,298 | $2,789+90.0% | $5,568-4.8% | $4,046+31.0% |
| Admin fee / account holder | $570 | $710-19.7% | $16,237-96.5% | $626-9.0% |