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 LLC Service code 27 PO BOX 735399 · DALLAS TX, TX 75373 | Advisory (Plan) | $243,201 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $88,632 |
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.
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 | $44,670 | $110,299-59.5% | $102,423-56.4% | $199,593-77.6% |
| Participation rate | 95.8% | 86.3%+9.5pp | 76.5%+19.3pp | 72.0%+23.8pp |
| Annual return | 4.35% | 35.73%-31.4pp | 29.32%-25.0pp | 34.25%-29.9pp |
| Employer contribution / active EE | $4,454 | $3,603+23.6% | $3,023+47.3% | $3,034+46.8% |
| Participant deferral / active EE | $6,816 | $6,376+6.9% | $5,053+34.9% | $5,087+34.0% |
| Admin fee / account holder | $104 | $122-14.9% | $9,451-98.9% | $269-61.3% |