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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $55,008 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $46,593 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,676 | $95,880+4.0% | $107,525-7.3% | $85,563+16.5% |
| Participation rate | 93.3% | 70.1%+23.2pp | 75.1%+18.2pp | 66.0%+27.3pp |
| Annual return | 16.78% | 68.06%-51.3pp | 181.32%-164.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $2,247 | $3,812-41.1% | $3,754-40.1% | $2,654-15.3% |
| Participant deferral / active EE | $7,722 | $4,201+83.8% | $5,116+50.9% | $4,375+76.5% |
| Admin fee / account holder | $218 | $1,025-78.7% | $8,919-97.6% | $834-73.8% |