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, LLC3 years Service code 26 2821 NORTHUP WAY · BELLEVUE, WA 98004 | Advisory (Participants) | $26,112 |
Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68702 | Recordkeeping | $19,620 |
ASCENSUS LLC3 years Filed as: WEALTH MANAGEMENT LLC Service code 28 125 S 4TH STREET · NORFOLK, NE 68702 | Investment Management | $7,461 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,353 | $65,061+14.3% | $143,757-48.3% | $66,914+11.1% |
| Participation rate | 63.8% | 65.2%-1.4pp | 80.3%-16.5pp | 69.8%-6.0pp |
| Annual return | -15.68% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,348 | $2,361-42.9% | $4,951-72.8% | $2,544-47.0% |
| Participant deferral / active EE | $3,754 | $2,919+28.6% | $5,637-33.4% | $4,237-11.4% |
| Admin fee / account holder | $548 | $502+9.3% | $14,673-96.3% | $593-7.6% |