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 64 · EIN 71-0294708 | Recordkeeping Fees | $88,405 |
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $25,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,491 | $50,815-40.0% | $155,509-80.4% | $77,643-60.7% |
| Participation rate | 37.4% | 63.1%-25.7pp | 78.2%-40.8pp | 70.6%-33.2pp |
| Annual return | 15.11% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.1pp |
| Employer contribution / active EE | $242 | $1,993-87.9% | $4,672-94.8% | $2,726-91.1% |
| Participant deferral / active EE | $1,627 | $2,822-42.3% | $5,626-71.1% | $4,647-65.0% |
| Admin fee / account holder | $188 | $437-57.0% | $15,912-98.8% | $430-56.4% |