See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $47,743 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $25,853 |
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 | $143,925 | $64,119+124.5% | $112,228+28.2% | $66,914+115.1% |
| Participation rate | 90.7% | 68.5%+22.2pp | 75.1%+15.6pp | 69.8%+20.9pp |
| Annual return | -18.08% | -13.81%-4.3pp | 27.45%-45.5pp | 1.58%-19.7pp |
| Employer contribution / active EE | $3,419 | $3,005+13.8% | $3,635-5.9% | $2,544+34.4% |
| Participant deferral / active EE | $7,051 | $3,693+90.9% | $4,728+49.1% | $4,237+66.4% |
| Admin fee / account holder | $471 | $625-24.7% | $6,410-92.7% | $593-20.7% |