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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $88,125 |
ONEDIGITAL INVESTMENT ADVISORS LLC10+ years Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,574 | $53,136+138.2% | $155,509-18.6% | $199,593-36.6% |
| Participation rate | 58.0% | 64.1%-6.0pp | 78.2%-20.1pp | 72.0%-13.9pp |
| Annual return | 13.46% | 41.15%-27.7pp | 64.67%-51.2pp | 34.25%-20.8pp |
| Employer contribution / active EE | $2,146 | $1,851+15.9% | $4,672-54.1% | $3,034-29.3% |
| Participant deferral / active EE | $4,305 | $3,161+36.2% | $5,626-23.5% | $5,087-15.4% |
| Admin fee / account holder | $105 | $185-43.1% | $15,912-99.3% | $269-60.8% |