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 | $38,461 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $11,259 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,238 | $62,624-74.1% | $177,989-90.9% | $77,643-79.1% |
| Participation rate | 88.0% | 66.8%+21.1pp | 77.1%+10.9pp | 70.6%+17.4pp |
| Annual return | 11.81% | 16.16%-4.3pp | 294.48%-282.7pp | 31.24%-19.4pp |
| Employer contribution / active EE | $882 | $1,909-53.8% | $3,949-77.7% | $2,726-67.7% |
| Participant deferral / active EE | $1,669 | $4,219-60.4% | $6,276-73.4% | $4,647-64.1% |
| Admin fee / account holder | $89 | $386-77.0% | $10,363-99.1% | $430-79.3% |