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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $55,667 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $34,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,826 | $92,971-23.8% | $96,683-26.7% | $74,419-4.8% |
| Participation rate | 96.4% | 71.5%+24.9pp | 74.3%+22.1pp | 70.7%+25.7pp |
| Annual return | 18.67% | 37.49%-18.8pp | 35.69%-17.0pp | 34.38%-15.7pp |
| Employer contribution / active EE | $2,091 | $3,426-39.0% | $3,737-44.1% | $2,637-20.7% |
| Participant deferral / active EE | $7,324 | $3,970+84.5% | $4,878+50.1% | $4,528+61.7% |
| Admin fee / account holder | $194 | $633-69.3% | $6,730-97.1% | $348-44.1% |