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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,311 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,418 | $45,343+64.1% | $150,298-50.5% | $67,986+9.5% |
| Participation rate | 49.5% | 51.9%-2.3pp | 77.8%-28.2pp | 57.2%-7.7pp |
| Annual return | 13.26% | 33.28%-20.0pp | 62.79%-49.5pp | 31.67%-18.4pp |
| Employer contribution / active EE | $408 | $1,462-72.1% | $4,154-90.2% | $2,019-79.8% |
| Participant deferral / active EE | $3,232 | $2,055+57.3% | $5,453-40.7% | $3,358-3.8% |
| Admin fee / account holder | $252 | $2,250-88.8% | $14,116-98.2% | $3,203-92.1% |