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 | $65,034 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $24,341 |
Filed as: ONEDIGITAL TOPCO LLP Service code 99 · EIN 82-1434504 | Other Fees | $12,001 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $36,488 | $57,610-36.7% | $154,803-76.4% | $102,872-64.5% |
| Participation rate | 30.2% | 59.5%-29.2pp | 78.1%-47.9pp | 73.0%-42.8pp |
| Annual return | 12.35% | 30.49%-18.1pp | 58.88%-46.5pp | 19.06%-6.7pp |
| Employer contribution / active EE | $244 | $1,883-87.1% | $4,305-94.3% | $3,526-93.1% |
| Participant deferral / active EE | $1,432 | $2,914-50.8% | $5,540-74.1% | $5,535-74.1% |
| Admin fee / account holder | $224 | $368-39.0% | $14,329-98.4% | $292-23.3% |