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 Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $37,363 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Participants) | $8,280 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Participants) | $6,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,058 | $65,061-56.9% | $143,757-80.5% | $66,914-58.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.30% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,949 | $2,361-17.5% | $4,951-60.6% | $2,544-23.4% |
| Participant deferral / active EE | $1,045 | $2,919-64.2% | $5,637-81.5% | $4,237-75.3% |
| Admin fee / account holder | $160 | $502-68.2% | $14,673-98.9% | $593-73.1% |