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 | $74,628 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $33,682 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,867 | $50,815+4.0% | $155,509-66.0% | $77,643-31.9% |
| Participation rate | 79.2% | 63.1%+16.1pp | 78.2%+1.1pp | 70.6%+8.7pp |
| Annual return | 12.51% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,920 | $1,993-3.7% | $4,672-58.9% | $2,726-29.6% |
| Participant deferral / active EE | $3,464 | $2,822+22.7% | $5,626-38.4% | $4,647-25.5% |
| Admin fee / account holder | $419 | $437-4.1% | $15,912-97.4% | $430-2.7% |