See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $15,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $524 |
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 | $70,768 | $79,171-10.6% | $102,423-30.9% | $74,495-5.0% |
| Participation rate | 88.7% | 74.8%+13.9pp | 76.5%+12.2pp | 67.2%+21.5pp |
| Annual return | 13.90% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,483 | $2,362-37.2% | $3,023-50.9% | $2,623-43.5% |
| Participant deferral / active EE | $4,955 | $4,415+12.2% | $5,053-1.9% | $4,346+14.0% |
| Admin fee / account holder | $61 | $2,001-97.0% | $9,451-99.4% | $1,942-96.9% |