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 10-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 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $12,909 |
NATIONWIDE5 years Filed as: NATONWIDE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,856 |
INTAC ACTUARIAL SERVICES5 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $4,438 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,598 | $47,126-77.5% | $149,673-92.9% | $74,419-85.8% |
| Participation rate | 73.9% | 63.4%+10.5pp | 78.8%-4.9pp | 70.7%+3.1pp |
| Annual return | 12.93% | 22.75%-9.8pp | 134.42%-121.5pp | 34.38%-21.4pp |
| Employer contribution / active EE | $989 | $1,905-48.1% | $4,818-79.5% | $2,637-62.5% |
| Participant deferral / active EE | $1,995 | $2,728-26.9% | $5,680-64.9% | $4,528-55.9% |
| Admin fee / account holder | $23 | $343-93.4% | $13,210-99.8% | $348-93.5% |