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 |
|---|---|---|
Filed as: ONEDIGITAL TOPCO LLC DBA RESOURCES Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $26,041 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $6,942 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,065 |
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 | $82,370 | $76,050+8.3% | $96,544-14.7% | $71,457+15.3% |
| Participation rate | 92.9% | 74.4%+18.5pp | 76.0%+16.9pp | 67.9%+24.9pp |
| Annual return | 13.65% | 22.81%-9.2pp | 25.84%-12.2pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,655 | $2,244-26.3% | $2,965-44.2% | $2,588-36.0% |
| Participant deferral / active EE | $5,945 | $4,215+41.0% | $4,851+22.6% | $4,289+38.6% |
| Admin fee / account holder | $240 | $2,707-91.1% | $8,252-97.1% | $1,587-84.9% |