Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $46,964 |
Filed as: ONE DIGITAL INVESTMENT ADV. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $12,980 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,343 | $55,437-61.5% | $155,534-86.3% | $74,459-71.3% |
| Participation rate | 82.2% | 61.9%+20.3pp | 78.2%+4.0pp | 67.2%+15.0pp |
| Annual return | 9.75% | 269.58%-259.8pp | 64.92%-55.2pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $12 | $2,266-99.5% | $4,675-99.7% | $2,626-99.6% |
| Participant deferral / active EE | $3,948 | $2,837+39.2% | $5,630-29.9% | $4,350-9.2% |
| Admin fee / account holder | $127 | $1,742-92.7% | $15,900-99.2% | $1,945-93.5% |