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 8-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 | $63,896 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $34,490 |
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 | $54,813 | $106,236-48.4% | $112,228-51.2% | $64,808-15.4% |
| Participation rate | 95.3% | 71.7%+23.6pp | 75.1%+20.2pp | 71.5%+23.8pp |
| Annual return | -17.92% | -6.02%-11.9pp | 27.45%-45.4pp | 32.82%-50.7pp |
| Employer contribution / active EE | $1,749 | $3,166-44.8% | $3,635-51.9% | $2,506-30.2% |
| Participant deferral / active EE | $6,099 | $3,785+61.1% | $4,728+29.0% | $4,310+41.5% |
| Admin fee / account holder | $198 | $452-56.2% | $6,410-96.9% | $188+5.4% |