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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $39,004 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $29,464 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,488 | $99,078-8.7% | $96,544-6.3% | $74,419+21.6% |
| Participation rate | 89.8% | 80.7%+9.1pp | 76.0%+13.8pp | 70.7%+19.0pp |
| Annual return | 21.06% | 22.48%-1.4pp | 25.84%-4.8pp | 34.38%-13.3pp |
| Employer contribution / active EE | $3,580 | $2,570+39.3% | $2,965+20.7% | $2,637+35.7% |
| Participant deferral / active EE | $5,876 | $4,933+19.1% | $4,851+21.1% | $4,528+29.8% |
| Admin fee / account holder | $248 | $225+10.4% | $8,252-97.0% | $348-28.7% |