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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $50,973 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $19,868 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,742 | $69,823-27.3% | $77,163-34.2% | $74,419-31.8% |
| Participation rate | 83.6% | 70.0%+13.6pp | 69.6%+14.1pp | 70.7%+12.9pp |
| Annual return | 16.74% | 19.98%-3.2pp | 37.87%-21.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $867 | $2,150-59.7% | $2,535-65.8% | $2,637-67.1% |
| Participant deferral / active EE | $2,807 | $3,558-21.1% | $3,833-26.8% | $4,528-38.0% |
| Admin fee / account holder | $210 | $398-47.1% | $5,472-96.2% | $348-39.5% |