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) | $31,493 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $26,966 |
NEXTCAPITAL GROUP, INC.3 years Service code 50 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Direct Payment | $3,493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,203 | $54,701-2.7% | $86,188-38.3% | $71,457-25.5% |
| Participation rate | 90.5% | 60.1%+30.4pp | 69.0%+21.6pp | 67.9%+22.6pp |
| Annual return | 16.92% | 20.06%-3.1pp | 1168.45%-1151.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,136 | $1,265-10.2% | $2,380-52.3% | $2,588-56.1% |
| Participant deferral / active EE | $5,070 | $3,108+63.1% | $3,985+27.2% | $4,289+18.2% |
| Admin fee / account holder | $239 | $1,922-87.6% | $6,852-96.5% | $1,587-85.0% |