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 | $36,449 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,550 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $14,070 |
Service code 99 · EIN 82-3582450 | Other Fees | $10,216 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,815 | $55,416+7.9% | $75,972-21.3% | $77,643-23.0% |
| Participation rate | 96.1% | 63.6%+32.6pp | 69.1%+27.1pp | 70.6%+25.6pp |
| Annual return | 19.34% | 17.07%+2.3pp | 359.55%-340.2pp | 31.24%-11.9pp |
| Employer contribution / active EE | $4,976 | $1,788+178.3% | $2,685+85.3% | $2,726+82.5% |
| Participant deferral / active EE | $6,975 | $3,447+102.3% | $4,255+63.9% | $4,647+50.1% |
| Admin fee / account holder | $64 | $414-84.5% | $6,467-99.0% | $430-85.1% |