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 9-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 | $135,845 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $33,107 |
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 | $40,416 | $72,254-44.1% | $86,677-53.4% | $64,808-37.6% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.6%+15.8pp | 71.5%+20.9pp |
| Annual return | -17.57% | 392.42%-410.0pp | 35.91%-53.5pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,983 | $2,393-17.1% | $2,836-30.1% | $2,506-20.8% |
| Participant deferral / active EE | $6,049 | $4,658+29.9% | $4,656+29.9% | $4,310+40.3% |
| Admin fee / account holder | $126 | $174-27.3% | $7,493-98.3% | $188-32.7% |