Filed April 6, 2026 (most recent of 2 filings on file)
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 10-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 | $44,386 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $19,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,557 | $216,711-83.1% | $136,749-73.3% | $85,563-57.3% |
| Participation rate | 61.9% | 51.7%+10.1pp | 72.1%-10.3pp | 66.0%-4.1pp |
| Annual return | 14.97% | 15.26%-0.3pp | 24.33%-9.4pp | 31.51%-16.5pp |
| Employer contribution / active EE | $1,073 | $1,660-35.4% | $3,400-68.5% | $2,654-59.6% |
| Participant deferral / active EE | $2,288 | $2,635-13.1% | $4,692-51.2% | $4,375-47.7% |
| Admin fee / account holder | $209 | $1,223-82.9% | $11,386-98.2% | $834-75.0% |