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: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $35,108 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,953 |
NOVA 401(K) ASSOCIATES7 years Service code 49 · EIN 20-1181458 | Other Services | $7,126 |
MINEBEA ACCESSSOLUTIONS USA INC.1 year Service code 99 · EIN 11-1000111 | Other Fees | $6,065 |
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,995 | $99,078-75.8% | $96,544-75.1% | $74,419-67.8% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.0%+19.2pp | 70.7%+24.4pp |
| Annual return | 15.68% | 22.48%-6.8pp | 25.84%-10.2pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,512 | $2,570-41.2% | $2,965-49.0% | $2,637-42.7% |
| Participant deferral / active EE | $2,082 | $4,933-57.8% | $4,851-57.1% | $4,528-54.0% |
| Admin fee / account holder | $59 | $225-73.9% | $8,252-99.3% | $348-83.1% |