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 | $40,864 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 50 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Direct Payment | $23,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,201 | $64,119+54.7% | $112,228-11.6% | $66,914+48.3% |
| Participation rate | 60.4% | 68.5%-8.1pp | 75.1%-14.7pp | 69.8%-9.4pp |
| Annual return | -13.06% | -13.81%+0.7pp | 27.45%-40.5pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,861 | $3,005-38.1% | $3,635-48.8% | $2,544-26.9% |
| Participant deferral / active EE | $3,066 | $3,693-17.0% | $4,728-35.1% | $4,237-27.6% |
| Admin fee / account holder | $906 | $625+44.9% | $6,410-85.9% | $593+52.7% |