Filed April 7, 2022
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 4-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 99 · EIN 43-1451524 | Other Fees | $38,162 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,245 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,787 | $51,045+11.2% | $70,515-19.5% | $71,457-20.5% |
| Participation rate | 97.4% | 59.4%+37.9pp | 68.3%+29.0pp | 67.9%+29.4pp |
| Annual return | 20.02% | 42.63%-22.6pp | 32.77%-12.8pp | 28.85%-8.8pp |
| Employer contribution / active EE | $4,212 | $1,790+135.3% | $2,973+41.6% | $2,588+62.8% |
| Participant deferral / active EE | $6,799 | $3,026+124.6% | $4,567+48.9% | $4,289+58.5% |
| Admin fee / account holder | $30 | $1,994-98.5% | $6,412-99.5% | $1,587-98.1% |