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 | $55,472+118.1% | $155,567-22.2% | $74,546+62.3% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 12.64% | 268.72%-256.1pp | 64.74%-52.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $7,088 | $2,269+212.4% | $4,674+51.6% | $2,624+170.1% |
| Participant deferral / active EE | $4,221 | $2,838+48.7% | $5,628-25.0% | $4,347-2.9% |
| Admin fee / account holder | $287 | $1,743-83.5% | $15,916-98.2% | $1,944-85.2% |