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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $130,604 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $48,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $88,890-100.0% | $102,423-100.0% | $77,643-100.0% |
| Participation rate | 0.0% | 80.9%-80.9pp | 76.5%-76.5pp | 70.6%-70.6pp |
| Annual return | 14.84% | 24.98%-10.1pp | 29.32%-14.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,515 | $2,698-6.8% | $3,023-16.8% | $2,726-7.7% |
| Participant deferral / active EE | $6,578 | $5,145+27.8% | $5,053+30.2% | $4,647+41.5% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |