See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $46,071 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $13,864 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,064 | $72,254-62.5% | $86,677-68.8% | $64,808-58.2% |
| Participation rate | 93.1% | 80.4%+12.7pp | 76.6%+16.5pp | 71.5%+21.6pp |
| Annual return | -16.54% | 392.42%-409.0pp | 35.91%-52.4pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,066 | $2,393-55.5% | $2,836-62.4% | $2,506-57.5% |
| Participant deferral / active EE | $2,456 | $4,658-47.3% | $4,656-47.3% | $4,310-43.0% |
| Admin fee / account holder | $201 | $174+15.4% | $7,493-97.3% | $188+6.8% |