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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $99,338 |
NEXTCAPITAL GROUP, INC.3 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $2,753 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,505 | $88,890-37.6% | $102,423-45.8% | $77,643-28.5% |
| Participation rate | 71.1% | 80.9%-9.8pp | 76.5%-5.4pp | 70.6%+0.5pp |
| Annual return | 17.07% | 24.98%-7.9pp | 29.32%-12.2pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,279 | $2,698-15.5% | $3,023-24.6% | $2,726-16.4% |
| Participant deferral / active EE | $5,020 | $5,145-2.4% | $5,053-0.6% | $4,647+8.0% |
| Admin fee / account holder | $167 | $235-29.0% | $9,451-98.2% | $430-61.2% |