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) | $40,455 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $39,486 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,187 | $55,415+24.9% | $155,509-55.5% | $74,495-7.1% |
| Participation rate | 96.0% | 61.9%+34.1pp | 78.2%+17.9pp | 67.2%+28.8pp |
| Annual return | 5.73% | 268.50%-262.8pp | 64.67%-58.9pp | 1364.94%-1359.2pp |
| Employer contribution / active EE | $2,183 | $2,267-3.7% | $4,672-53.3% | $2,623-16.8% |
| Participant deferral / active EE | $5,758 | $2,836+103.0% | $5,626+2.3% | $4,346+32.5% |
| Admin fee / account holder | $360 | $1,738-79.3% | $15,912-97.7% | $1,942-81.5% |