Filed January 3, 2024
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 | $79,008 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $11,798 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,434 | $129,095-81.8% | $184,200-87.3% | $77,671-69.8% |
| Participation rate | 92.1% | 87.3%+4.8pp | 86.8%+5.3pp | 70.6%+21.6pp |
| Annual return | 16.18% | 33.29%-17.1pp | 28.80%-12.6pp | 31.21%-15.0pp |
| Employer contribution / active EE | $2,193 | $4,410-50.3% | $6,424-65.9% | $2,726-19.6% |
| Participant deferral / active EE | $3,036 | $7,300-58.4% | $9,132-66.8% | $4,648-34.7% |
| Admin fee / account holder | $80 | $256-68.7% | $13,907-99.4% | $430-81.4% |