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 LLC3 years Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $35,060 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Participants) | $13,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,640 | $61,272-46.7% | $149,673-78.2% | $71,457-54.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.23% | 35.85%-21.6pp | 134.42%-120.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $2,624 | $2,378+10.3% | $4,818-45.5% | $2,588+1.4% |
| Participant deferral / active EE | $1,126 | $2,917-61.4% | $5,680-80.2% | $4,289-73.7% |
| Admin fee / account holder | $164 | $1,261-87.0% | $13,210-98.8% | $1,587-89.7% |