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) | $24,971 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,975 | $55,415+118.3% | $155,509-22.2% | $74,495+62.4% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 12.64% | 268.50%-255.9pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $7,088 | $2,267+212.7% | $4,672+51.7% | $2,623+170.2% |
| Participant deferral / active EE | $4,221 | $2,836+48.8% | $5,626-25.0% | $4,346-2.9% |
| Admin fee / account holder | $287 | $1,738-83.5% | $15,912-98.2% | $1,942-85.2% |