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 | $62,316 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $33,607 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,284 | $54,193-16.4% | $93,606-51.6% | $77,643-41.7% |
| Participation rate | 84.4% | 63.9%+20.5pp | 68.7%+15.7pp | 70.6%+13.8pp |
| Annual return | 13.19% | 30.54%-17.4pp | 133.20%-120.0pp | 31.24%-18.0pp |
| Employer contribution / active EE | $352 | $1,168-69.9% | $2,420-85.5% | $2,726-87.1% |
| Participant deferral / active EE | $4,790 | $3,144+52.3% | $4,411+8.6% | $4,647+3.1% |
| Admin fee / account holder | $387 | $576-32.8% | $8,285-95.3% | $430-10.1% |