See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Participants) | $32,500 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $12,738 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,204 | $65,908-13.2% | $81,812-30.1% | $77,643-26.3% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.3%+26.0pp | 70.6%+27.8pp |
| Annual return | 13.47% | 26.64%-13.2pp | 773.79%-760.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $279 | $2,370-88.2% | $2,912-90.4% | $2,726-89.8% |
| Participant deferral / active EE | $5,304 | $3,505+51.3% | $4,319+22.8% | $4,647+14.1% |
| Admin fee / account holder | $226 | $526-57.1% | $7,386-96.9% | $430-47.5% |