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 99 · EIN 43-1451524 | Other Fees | $32,616 |
Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $6,165 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,894 | $101,317-48.8% | $146,958-64.7% | $74,495-30.3% |
| Participation rate | 82.3% | 75.5%+6.8pp | 82.2%+0.2pp | 67.2%+15.1pp |
| Annual return | 12.45% | 8730.91%-8718.5pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,443 | $3,810+16.6% | $4,933-9.9% | $2,623+69.4% |
| Participant deferral / active EE | $4,420 | $7,303-39.5% | $8,070-45.2% | $4,346+1.7% |
| Admin fee / account holder | $259 | $1,739-85.1% | $12,998-98.0% | $1,942-86.6% |