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 LLC5 years Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $40,181 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Participants) | $15,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,166 | $49,915-23.5% | $154,803-75.3% | $74,304-48.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 16.76% | 34.06%-17.3pp | 58.88%-42.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,265 | $1,611+40.6% | $4,305-47.4% | $2,241+1.1% |
| Participant deferral / active EE | $1,566 | $2,255-30.5% | $5,540-71.7% | $3,767-58.4% |
| Admin fee / account holder | $176 | $2,189-92.0% | $14,329-98.8% | $2,969-94.1% |