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 | $25,847 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $19,315 |
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 | $75,403 | $78,485-3.9% | $106,213-29.0% | $74,495+1.2% |
| Participation rate | 87.1% | 72.8%+14.2pp | 75.3%+11.8pp | 67.2%+19.8pp |
| Annual return | 12.67% | 15.95%-3.3pp | 116.14%-103.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,699 | $2,523+7.0% | $3,171-14.9% | $2,623+2.9% |
| Participant deferral / active EE | $3,258 | $4,322-24.6% | $5,016-35.1% | $4,346-25.0% |
| Admin fee / account holder | $338 | $2,232-84.8% | $11,033-96.9% | $1,942-82.6% |