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 27 · EIN 82-1434504 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $34,982 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $17,535 |
CHARLES SCHWAB & CO., INC.11+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $14,335 |
CONRAD SIEGEL8 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $11,596 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS11+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DELAWARE INVESTMENTS4 years Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 100 INDEPENDENCE 610 MARKET STREET · PHILADELPHIA, PA 19106 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS9 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
DODGE & COX11+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,364 | $100,923+53.9% | $150,045+3.5% | $74,304+109.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 14.94% | 51.77%-36.8pp | 62.55%-47.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $8,238 | $3,463+137.9% | $4,693+75.5% | $2,241+267.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $341 | $2,767-87.7% | $13,435-97.5% | $2,969-88.5% |