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 | $46,499 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $26,129 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,499 | $56,423-26.4% | $77,163-46.2% | $71,457-41.9% |
| Participation rate | 97.6% | 64.3%+33.2pp | 69.6%+28.0pp | 67.9%+29.6pp |
| Annual return | 18.02% | 19.05%-1.0pp | 37.87%-19.8pp | 28.85%-10.8pp |
| Employer contribution / active EE | $3,323 | $1,866+78.1% | $2,535+31.1% | $2,588+28.4% |
| Participant deferral / active EE | $6,291 | $3,142+100.2% | $3,833+64.1% | $4,289+46.7% |
| Admin fee / account holder | $257 | $1,429-82.0% | $5,472-95.3% | $1,587-83.8% |