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 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $46,347 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $42,642 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,668 | $59,417+8.8% | $93,606-30.9% | $74,495-13.2% |
| Participation rate | 92.4% | 59.7%+32.7pp | 68.7%+23.7pp | 67.2%+25.2pp |
| Annual return | 18.87% | 81.83%-63.0pp | 133.20%-114.3pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $1,606 | $1,264+27.1% | $2,420-33.6% | $2,623-38.8% |
| Participant deferral / active EE | $4,195 | $3,050+37.5% | $4,411-4.9% | $4,346-3.5% |
| Admin fee / account holder | $416 | $3,021-86.2% | $8,285-95.0% | $1,942-78.6% |