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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $66,539 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $20,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,406 | $56,503-12.6% | $70,092-29.5% | $64,808-23.8% |
| Participation rate | 82.3% | 70.5%+11.8pp | 70.5%+11.8pp | 71.5%+10.9pp |
| Annual return | -16.39% | -13.44%-3.0pp | 190.73%-207.1pp | 32.82%-49.2pp |
| Employer contribution / active EE | $822 | $2,046-59.8% | $2,559-67.9% | $2,506-67.2% |
| Participant deferral / active EE | $2,880 | $3,389-15.0% | $3,849-25.2% | $4,310-33.2% |
| Admin fee / account holder | $273 | $160+70.4% | $6,267-95.6% | $188+45.4% |