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 13 · EIN 42-0127290 | Contract Administrator | $40,174 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,742 |
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 | $36,132 | $50,199-28.0% | $70,092-48.4% | $66,914-46.0% |
| Participation rate | 97.4% | 66.3%+31.1pp | 70.5%+27.0pp | 69.8%+27.6pp |
| Annual return | -15.29% | -13.85%-1.4pp | 190.73%-206.0pp | 1.58%-16.9pp |
| Employer contribution / active EE | $3,055 | $1,864+63.9% | $2,559+19.4% | $2,544+20.1% |
| Participant deferral / active EE | $5,946 | $3,112+91.1% | $3,849+54.5% | $4,237+40.3% |
| Admin fee / account holder | $231 | $600-61.5% | $6,267-96.3% | $593-61.1% |