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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,354 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $19,923 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,212 | $79,171-20.2% | $102,423-38.3% | $74,495-15.1% |
| Participation rate | 92.1% | 74.8%+17.3pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 181.56% | 54.93%+126.6pp | 29.32%+152.2pp | 1364.94%-1183.4pp |
| Employer contribution / active EE | $2,018 | $2,362-14.6% | $3,023-33.3% | $2,623-23.1% |
| Participant deferral / active EE | $6,914 | $4,415+56.6% | $5,053+36.8% | $4,346+59.1% |
| Admin fee / account holder | $191 | $2,001-90.5% | $9,451-98.0% | $1,942-90.2% |