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 5-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 | $73,066 |
NEXTCAPITAL GROUP, INC.1 year Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $2,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,437 | $72,254-23.3% | $86,677-36.0% | $64,808-14.5% |
| Participation rate | 61.8% | 80.4%-18.6pp | 76.6%-14.8pp | 71.5%-9.7pp |
| Annual return | -16.70% | 392.42%-409.1pp | 35.91%-52.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $2,086 | $2,393-12.8% | $2,836-26.4% | $2,506-16.7% |
| Participant deferral / active EE | $4,796 | $4,658+3.0% | $4,656+3.0% | $4,310+11.3% |
| Admin fee / account holder | $195 | $174+12.3% | $7,493-97.4% | $188+4.0% |