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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,414 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $28,052 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,194 | $78,483-38.6% | $106,201-54.6% | $74,546-35.3% |
| Participation rate | 96.2% | 72.8%+23.3pp | 75.3%+20.9pp | 67.2%+28.9pp |
| Annual return | 14.39% | 15.94%-1.6pp | 116.26%-101.9pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $669 | $2,522-73.5% | $3,170-78.9% | $2,624-74.5% |
| Participant deferral / active EE | $3,076 | $4,320-28.8% | $5,012-38.6% | $4,347-29.3% |
| Admin fee / account holder | $341 | $2,236-84.8% | $11,039-96.9% | $1,944-82.5% |