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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $41,032 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $15,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,433 | $71,142-53.0% | $119,609-72.0% | $64,808-48.4% |
| Participation rate | 34.1% | 78.6%-44.5pp | 79.3%-45.1pp | 71.5%-37.4pp |
| Annual return | -8.49% | -10.01%+1.5pp | -14.97%+6.5pp | 32.82%-41.3pp |
| Employer contribution / active EE | $1,149 | $2,497-54.0% | $4,232-72.8% | $2,506-54.1% |
| Participant deferral / active EE | $1,977 | $4,490-56.0% | $5,602-64.7% | $4,310-54.1% |
| Admin fee / account holder | $258 | $162+59.1% | $10,323-97.5% | $188+37.3% |