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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $73,383 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $37,648 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,294 | $82,972-53.8% | $103,374-63.0% | $77,671-50.7% |
| Participation rate | 96.6% | 71.5%+25.1pp | 74.5%+22.1pp | 70.6%+26.0pp |
| Annual return | 9.70% | 19.14%-9.4pp | 24.89%-15.2pp | 31.21%-21.5pp |
| Employer contribution / active EE | $2,635 | $3,554-25.9% | $3,869-31.9% | $2,726-3.4% |
| Participant deferral / active EE | $1,078 | $4,108-73.8% | $5,058-78.7% | $4,648-76.8% |
| Admin fee / account holder | $254 | $639-60.2% | $8,394-97.0% | $430-41.0% |