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 INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $71,642 |
MULLER MARTINI CORP.1 year Filed as: MULLER MARTINI CORP Service code 99 · EIN 11-2129950 | Other Fees | $14,672 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,202 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,452 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,363 | $87,870+302.1% | $113,168+212.2% | $74,304+375.6% |
| Participation rate | 99.1% | 70.7%+28.4pp | 76.6%+22.6pp | 60.3%+38.8pp |
| Annual return | 14.06% | 26.44%-12.4pp | 24.27%-10.2pp | 29.43%-15.4pp |
| Employer contribution / active EE | $6,900 | $2,277+203.0% | $2,975+131.9% | $2,241+207.9% |
| Participant deferral / active EE | $16,514 | $4,241+289.4% | $5,107+223.4% | $3,767+338.3% |
| Admin fee / account holder | $266 | $3,368-92.1% | $12,068-97.8% | $2,969-91.0% |