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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,182 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $12,635 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,637 | $42,901-51.9% | $91,220-77.4% | $64,808-68.2% |
| Participation rate | 71.3% | 68.1%+3.1pp | 73.2%-1.9pp | 71.5%-0.2pp |
| Annual return | -12.22% | -13.53%+1.3pp | 114.01%-126.2pp | 32.82%-45.0pp |
| Employer contribution / active EE | $519 | $1,571-67.0% | $2,850-81.8% | $2,506-79.3% |
| Participant deferral / active EE | $1,449 | $3,501-58.6% | $4,234-65.8% | $4,310-66.4% |
| Admin fee / account holder | $134 | $131+2.5% | $5,420-97.5% | $188-28.4% |