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 | $42,069 |
Filed as: ONE DIGITAL INVESTMENT ADV. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $19,272 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,602 | $88,087-50.5% | $164,866-73.6% | $74,546-41.5% |
| Participation rate | 78.6% | 73.1%+5.6pp | 78.6%0pp | 67.2%+11.4pp |
| Annual return | 11.25% | 17.27%-6.0pp | 69.97%-58.7pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,976 | $2,595-23.9% | $4,343-54.5% | $2,624-24.7% |
| Participant deferral / active EE | $1,592 | $4,499-64.6% | $6,033-73.6% | $4,347-63.4% |
| Admin fee / account holder | $580 | $2,232-74.0% | $12,689-95.4% | $1,944-70.1% |