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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,481 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $3,035 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,861 | $50,982-86.5% | $154,803-95.6% | $85,563-92.0% |
| Participation rate | 85.3% | 59.8%+25.5pp | 78.1%+7.2pp | 66.0%+19.3pp |
| Annual return | 19.15% | 30.35%-11.2pp | 58.88%-39.7pp | 31.51%-12.4pp |
| Employer contribution / active EE | $4 | $1,708-99.8% | $4,305-99.9% | $2,654-99.9% |
| Participant deferral / active EE | $2,026 | $2,474-18.1% | $5,540-63.4% | $4,375-53.7% |
| Admin fee / account holder | $35 | $846-95.8% | $14,329-99.8% | $834-95.8% |