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 6-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) | $18,654 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,932 |
Filed as: LANCE, SOLL & LUNGHARD, LLP Service code 10 203 N. BREA BLVD · BREA, CA 92821 | Accounting | $10,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,844 | $101,724-7.7% | $164,813-43.1% | $80,856+16.1% |
| Participation rate | 98.3% | 71.8%+26.4pp | 78.6%+19.7pp | 67.6%+30.6pp |
| Annual return | 14.59% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,278 | $2,953+11.0% | $4,341-24.5% | $2,755+19.0% |
| Participant deferral / active EE | $12,338 | $4,477+175.6% | $6,031+104.6% | $4,296+187.2% |
| Admin fee / account holder | $414 | $8,227-95.0% | $12,690-96.7% | $6,918-94.0% |