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) | $29,574 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,675 | $109,881+9.8% | $150,045-19.6% | $84,808+42.3% |
| Participation rate | 94.9% | 76.1%+18.9pp | 82.3%+12.6pp | 68.3%+26.6pp |
| Annual return | 18.37% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,518 | $3,561+54.9% | $4,693+17.6% | $2,631+109.7% |
| Participant deferral / active EE | $10,560 | $6,636+59.1% | $7,997+32.1% | $4,212+150.7% |
| Admin fee / account holder | $373 | $8,568-95.6% | $13,435-97.2% | $7,344-94.9% |