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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $53,746 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $41,309 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,022 | $82,917+9.8% | $103,333-11.9% | $77,643+17.2% |
| Participation rate | 90.5% | 71.6%+19.0pp | 74.5%+16.0pp | 70.6%+20.0pp |
| Annual return | 18.74% | 19.13%-0.4pp | 24.88%-6.1pp | 31.24%-12.5pp |
| Employer contribution / active EE | $2,097 | $3,552-41.0% | $3,868-45.8% | $2,726-23.1% |
| Participant deferral / active EE | $7,311 | $4,108+78.0% | $5,057+44.6% | $4,647+57.3% |
| Admin fee / account holder | $219 | $638-65.7% | $8,355-97.4% | $430-49.1% |