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) | $71,868 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $68,744 |
NEXTCAPITAL GROUP, INC.3 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $11,021 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $5 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,623 | $95,274+24.5% | $135,903-12.7% | $74,419+59.4% |
| Participation rate | 71.8% | 78.2%-6.4pp | 81.9%-10.1pp | 70.7%+1.1pp |
| Annual return | 20.65% | 32.77%-12.1pp | 68.23%-47.6pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,674 | $3,874-31.0% | $4,856-44.9% | $2,637+1.4% |
| Participant deferral / active EE | $7,167 | $7,782-7.9% | $7,758-7.6% | $4,528+58.3% |
| Admin fee / account holder | $249 | $266-6.4% | $10,762-97.7% | $348-28.4% |