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 | $17,133 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $8,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,557 | $55,415-26.8% | $155,509-73.9% | $74,495-45.6% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 11.13% | 268.50%-257.4pp | 64.67%-53.5pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,396 | $2,267+5.7% | $4,672-48.7% | $2,623-8.6% |
| Participant deferral / active EE | $3,147 | $2,836+11.0% | $5,626-44.1% | $4,346-27.6% |
| Admin fee / account holder | $188 | $1,738-89.2% | $15,912-98.8% | $1,942-90.3% |