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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,816 |
Filed as: ONEDIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $20,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,677 | $84,784-14.3% | $98,439-26.2% | $74,419-2.3% |
| Participation rate | 68.4% | 81.5%-13.1pp | 75.2%-6.8pp | 70.7%-2.3pp |
| Annual return | 14.55% | 20.59%-6.0pp | 21.16%-6.6pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,260 | $3,364-62.5% | $3,048-58.7% | $2,637-52.2% |
| Participant deferral / active EE | $3,699 | $5,218-29.1% | $4,738-21.9% | $4,528-18.3% |
| Admin fee / account holder | $142 | $204-30.7% | $8,948-98.4% | $348-59.3% |