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: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $37,021 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $36,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,891 | $79,171+38.8% | $102,423+7.3% | $74,495+47.5% |
| Participation rate | 87.0% | 74.8%+12.2pp | 76.5%+10.5pp | 67.2%+19.8pp |
| Annual return | 15.61% | 54.93%-39.3pp | 29.32%-13.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,784 | $2,362+60.2% | $3,023+25.2% | $2,623+44.3% |
| Participant deferral / active EE | $6,320 | $4,415+43.1% | $5,053+25.1% | $4,346+45.4% |
| Admin fee / account holder | $269 | $2,001-86.5% | $9,451-97.2% | $1,942-86.1% |