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 | Advisory (Plan) | $117,242 |
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $71,286 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 | Accounting | $21,000 |
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 | $194,632 | $96,018+102.7% | $65,493+197.2% | $85,563+127.5% |
| Participation rate | 98.2% | 74.8%+23.4pp | 73.1%+25.1pp | 66.0%+32.3pp |
| Annual return | 15.68% | 14.51%+1.2pp | 982.45%-966.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $5,049 | $3,235+56.1% | $2,574+96.2% | $2,654+90.3% |
| Participant deferral / active EE | $6,465 | $4,055+59.4% | $3,961+63.2% | $4,375+47.8% |
| Admin fee / account holder | $333 | $271+22.9% | $5,028-93.4% | $834-60.1% |