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 | $52,645 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $22,851 |
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 | $59,033 | $66,457-11.2% | $81,382-27.5% | $77,643-24.0% |
| Participation rate | 84.8% | 68.7%+16.0pp | 69.5%+15.3pp | 70.6%+14.2pp |
| Annual return | 14.41% | 15.93%-1.5pp | 24.73%-10.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $845 | $2,159-60.9% | $2,463-65.7% | $2,726-69.0% |
| Participant deferral / active EE | $2,900 | $3,679-21.2% | $3,883-25.3% | $4,647-37.6% |
| Admin fee / account holder | $236 | $583-59.5% | $5,768-95.9% | $430-45.2% |