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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,735 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS. Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $5,058 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,518 | $52,406-79.9% | $129,207-91.9% | $74,495-85.9% |
| Participation rate | 82.9% | 53.8%+29.1pp | 69.6%+13.2pp | 67.2%+15.7pp |
| Annual return | 14.35% | 15.66%-1.3pp | 9417.33%-9403.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,322 | $2,794-52.7% | $4,168-68.3% | $4,346-69.6% |
| Admin fee / account holder | $85 | $2,633-96.8% | $7,715-98.9% | $1,942-95.6% |