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: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 4860 COLLEGE BLVD STE 100 · OVERLAND, KS 662111676 | Advisory (Plan) | $17,883 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $1,022 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,105 | $69,763-8.1% | $67,502-5.0% | $74,495-13.9% |
| Participation rate | 95.5% | 71.4%+24.1pp | 72.9%+22.6pp | 67.2%+28.3pp |
| Annual return | 12.59% | -40.34%+52.9pp | 3512.12%-3499.5pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,011 | $2,704-62.6% | $2,731-63.0% | $2,623-61.4% |
| Participant deferral / active EE | $1,698 | $3,636-53.3% | $4,000-57.5% | $4,346-60.9% |
| Admin fee / account holder | $66 | $896-92.7% | $3,998-98.4% | $1,942-96.6% |