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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.
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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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $41,911 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $33,749 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,482 | $80,724+134.7% | $103,333+83.4% | $74,495+154.4% |
| Participation rate | 90.1% | 65.7%+24.4pp | 74.5%+15.6pp | 67.2%+22.9pp |
| Annual return | 13.31% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,434 | $3,157+8.8% | $3,868-11.2% | $2,623+30.9% |
| Participant deferral / active EE | $6,965 | $3,860+80.4% | $5,057+37.7% | $4,346+60.3% |
| Admin fee / account holder | $434 | $2,368-81.7% | $8,355-94.8% | $1,942-77.6% |