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 26 · EIN 43-1451524 1101 SWITZER RD STE 200 · OVERLAND, KS 62210 | Advisory (Participants) | $6,837 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,123 | $26,114-3.8% | $58,482-57.0% | $74,419-66.2% |
| Participation rate | 25.2% | 32.1%-6.9pp | 50.9%-25.7pp | 70.7%-45.5pp |
| Annual return | 14.61% | 32.51%-17.9pp | 4239.32%-4224.7pp | 34.38%-19.8pp |
| Employer contribution / active EE | $109 | $536-79.6% | $1,053-89.6% | $2,637-95.9% |
| Participant deferral / active EE | $497 | $1,075-53.8% | $1,924-74.2% | $4,528-89.0% |
| Admin fee / account holder | $194 | $649-70.1% | $2,516-92.3% | $348-44.3% |