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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,987 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $13,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,256 | $71,883-52.3% | $86,677-60.5% | $68,494-50.0% |
| Participation rate | 85.6% | 72.2%+13.3pp | 76.6%+9.0pp | 67.9%+17.7pp |
| Annual return | -18.59% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $777 | $2,173-64.2% | $2,836-72.6% | $2,596-70.1% |
| Participant deferral / active EE | $2,198 | $3,779-41.8% | $4,656-52.8% | $4,027-45.4% |
| Admin fee / account holder | $240 | $6,112-96.1% | $7,493-96.8% | $5,403-95.6% |