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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $34,108 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $14,894 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,922 | $59,054-68.0% | $97,226-80.5% | $77,643-75.6% |
| Participation rate | 80.4% | 67.9%+12.5pp | 72.7%+7.7pp | 70.6%+9.8pp |
| Annual return | 13.01% | 16.96%-3.9pp | 75.13%-62.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $34 | $1,742-98.1% | $2,729-98.8% | $2,726-98.8% |
| Participant deferral / active EE | $1,711 | $3,930-56.4% | $4,264-59.9% | $4,647-63.2% |
| Admin fee / account holder | $105 | $346-69.6% | $5,654-98.1% | $430-75.5% |