Filings through .
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,160 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,882 |
7 funds of $250K or more; 11 lines in all, holding $5.2M of the plan's $5.3M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: JPMorgan SmartRetirement, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $1.6M | 30.0% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $660K | 12.6% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $646K | 12.3% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $598K | 11.4% |
| iShares Russell Mid-Cap Index Fund BlackRock · ETF Index | $509K | 9.7% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $495K | 9.5% |
| Common Collective Trust Federated Hermes Federated Hermes · Stable value Stable value | $321K | 6.1% |
| Fidelity Advisor Strategic Income Fund Fidelity (FMR) · Mutual fund | $162K | 3.1% |
| Pioneer Bond Fund Victory Capital · Mutual fund | $139K | 2.7% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $97K | 1.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.