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 6-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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $83,813 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $4,306 |
MORNINGSTAR1 year Service code 50 | Direct Payment | $11 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $16,078 | $102,204-84.3% | $145,661-89.0% | $85,563-81.2% |
| Participation rate | 32.5% | 70.6%-38.1pp | 77.2%-44.8pp | 66.0%-33.5pp |
| Annual return | 12.77% | 16.68%-3.9pp | 101.46%-88.7pp | 31.51%-18.7pp |
| Employer contribution / active EE | $525 | $3,600-85.4% | $4,238-87.6% | $2,654-80.2% |
| Participant deferral / active EE | $1,696 | $5,729-70.4% | $7,198-76.4% | $4,375-61.2% |
| Admin fee / account holder | $273 | $647-57.8% | $12,466-97.8% | $834-67.3% |