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 9-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 | $23,618 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,221 | $101,499-36.7% | $147,005-56.3% | $74,546-13.9% |
| Participation rate | 58.0% | 75.5%-17.5pp | 82.2%-24.1pp | 67.2%-9.2pp |
| Annual return | 13.24% | 8732.34%-8719.1pp | 418.76%-405.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,922 | $3,811-49.6% | $4,934-61.0% | $2,624-26.8% |
| Participant deferral / active EE | $3,933 | $7,304-46.2% | $8,070-51.3% | $4,347-9.5% |
| Admin fee / account holder | $225 | $1,748-87.1% | $13,006-98.3% | $1,944-88.4% |