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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $67,173 |
NEXTCAPITAL GROUP, INC.2 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $2,261 |
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 | $55,611 | $99,078-43.9% | $96,544-42.4% | $74,419-25.3% |
| Participation rate | 65.1% | 80.7%-15.6pp | 76.0%-10.9pp | 70.7%-5.6pp |
| Annual return | 23.77% | 22.48%+1.3pp | 25.84%-2.1pp | 34.38%-10.6pp |
| Employer contribution / active EE | $1,984 | $2,570-22.8% | $2,965-33.1% | $2,637-24.8% |
| Participant deferral / active EE | $4,539 | $4,933-8.0% | $4,851-6.4% | $4,528+0.2% |
| Admin fee / account holder | $144 | $225-35.7% | $8,252-98.3% | $348-58.5% |