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 STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $29,020 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $14,327 |
GOLDMAN SACHS1 year Service code 27 200 WEST STREET · NEW YORK, NY 10282 | Advisory (Plan) | $9,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,782 | $96,484+50.1% | $156,263-7.3% | $74,304+94.8% |
| Participation rate | 64.7% | 67.7%-3.0pp | 78.9%-14.2pp | 60.3%+4.4pp |
| Annual return | 12.96% | 17.73%-4.8pp | 59.47%-46.5pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,062 | $2,528-58.0% | $4,333-75.5% | $2,241-52.6% |
| Participant deferral / active EE | $2,680 | $4,286-37.5% | $6,158-56.5% | $3,767-28.9% |
| Admin fee / account holder | $467 | $3,728-87.5% | $14,255-96.7% | $2,969-84.3% |