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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,299 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS. Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $20,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,973 | $54,517-45.0% | $75,972-60.5% | $74,495-59.8% |
| Participation rate | 89.4% | 60.3%+29.1pp | 69.1%+20.3pp | 67.2%+22.2pp |
| Annual return | 14.04% | 31.82%-17.8pp | 359.55%-345.5pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $683 | $1,777-61.6% | $2,685-74.6% | $2,623-74.0% |
| Participant deferral / active EE | $3,072 | $3,066+0.2% | $4,255-27.8% | $4,346-29.3% |
| Admin fee / account holder | $166 | $2,229-92.6% | $6,467-97.4% | $1,942-91.5% |