See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADV. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,815 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,116 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,600 | $84,556-48.4% | $116,228-62.5% | $74,304-41.3% |
| Participation rate | 95.0% | 66.0%+28.9pp | 74.6%+20.4pp | 60.3%+34.6pp |
| Annual return | 10.26% | 18.35%-8.1pp | 90.06%-79.8pp | 29.43%-19.2pp |
| Employer contribution / active EE | $1,629 | $2,168-24.9% | $2,994-45.6% | $2,241-27.3% |
| Participant deferral / active EE | $3,413 | $3,814-10.5% | $4,953-31.1% | $3,767-9.4% |
| Admin fee / account holder | $291 | $3,792-92.3% | $11,989-97.6% | $2,969-90.2% |