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 Service code 15 · EIN 11-3665754 | Recordkeeping | $41,354 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $17,848 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,458 | $88,083+42.4% | $164,813-23.9% | $74,495+68.4% |
| Participation rate | 80.8% | 73.0%+7.8pp | 78.6%+2.2pp | 67.2%+13.6pp |
| Annual return | 15.08% | 17.26%-2.2pp | 69.93%-54.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,500 | $2,593-42.2% | $4,341-65.5% | $2,623-42.8% |
| Participant deferral / active EE | $7,725 | $4,498+71.8% | $6,031+28.1% | $4,346+77.8% |
| Admin fee / account holder | $324 | $2,234-85.5% | $12,690-97.4% | $1,942-83.3% |