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 WEALTH MANAGEMENT Service code 26 10900 WAYZATA BLVD SUITE 620 · MINNETONKA, MN 55305 | Advisory (Participants) | $8,738 |
PREMIER RETIREMENT PARTNERS3 years Service code 13 8040 EXCELSIOR DRIVE SUITE 401 · MADISON, WI 53717 | Contract Administrator | $2,325 |
AMERICAN FUNDS3 years Filed as: CAPITAL BANK & TRUST Service code 15 · EIN 95-6817943 | Recordkeeping | $675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,500 | $86,929-60.3% | $102,423-66.3% | $80,856-57.3% |
| Participation rate | 85.1% | 72.4%+12.7pp | 76.5%+8.6pp | 67.6%+17.5pp |
| Annual return | 14.43% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $753 | $2,369-68.2% | $3,023-75.1% | $2,755-72.7% |
| Participant deferral / active EE | $3,909 | $4,118-5.1% | $5,053-22.6% | $4,296-9.0% |
| Admin fee / account holder | $96 | $8,049-98.8% | $9,451-99.0% | $6,918-98.6% |