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 |
|---|---|---|
ONEDIGITAL INVESTMENT ADVISORS LLC10+ years Filed as: RETIREMENT RESOURCES INVESTMENT Service code 27 · EIN 04-3464764 | Advisory (Plan) | $51,882 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $49,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,895 | $88,890+149.6% | $102,423+116.6% | $77,643+185.8% |
| Participation rate | 93.6% | 80.9%+12.7pp | 76.5%+17.1pp | 70.6%+23.0pp |
| Annual return | 14.08% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,572 | $2,698-41.7% | $3,023-48.0% | $2,726-42.3% |
| Participant deferral / active EE | $12,133 | $5,145+135.8% | $5,053+140.1% | $4,647+161.1% |
| Admin fee / account holder | $261 | $235+10.9% | $9,451-97.2% | $430-39.3% |