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 7-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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $61,822 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $2,881 |
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 | $12,540 | $92,055-86.4% | $106,213-88.2% | $77,643-83.8% |
| Participation rate | 83.4% | 81.0%+2.4pp | 75.3%+8.1pp | 70.6%+12.9pp |
| Annual return | 13.53% | 17.91%-4.4pp | 116.14%-102.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,025 | $3,367-69.6% | $3,171-67.7% | $2,726-62.4% |
| Participant deferral / active EE | $2,909 | $5,386-46.0% | $5,016-42.0% | $4,647-37.4% |
| Admin fee / account holder | $190 | $219-13.2% | $11,033-98.3% | $430-55.8% |