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 7-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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $17,396 |
ASCENSUS LLC3 years Filed as: DWC, ERISA CONSULTANTS LLC Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,860 | $95,274-81.3% | $135,903-86.9% | $74,419-76.0% |
| Participation rate | 75.2% | 78.2%-3.0pp | 81.9%-6.7pp | 70.7%+4.5pp |
| Annual return | 18.64% | 32.77%-14.1pp | 68.23%-49.6pp | 34.38%-15.7pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,172 | $7,782-72.1% | $7,758-72.0% | $4,528-52.0% |
| Admin fee / account holder | $134 | $266-49.6% | $10,762-98.8% | $348-61.4% |