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 Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $36,472 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Participants) | $14,539 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,229 | $55,415-40.0% | $155,509-78.6% | $74,495-55.4% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 13.65% | 268.50%-254.8pp | 64.67%-51.0pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,202 | $2,267-2.9% | $4,672-52.9% | $2,623-16.1% |
| Participant deferral / active EE | $1,340 | $2,836-52.8% | $5,626-76.2% | $4,346-69.2% |
| Admin fee / account holder | $160 | $1,738-90.8% | $15,912-99.0% | $1,942-91.8% |