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 Service code 26 · EIN 43-1451524 | Advisory (Participants) | $49,167 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,713 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $6,569 |
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 | $122,276 | $109,881+11.3% | $150,045-18.5% | $84,808+44.2% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 14.40% | 28.25%-13.8pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,729 | $3,561+4.7% | $4,693-20.6% | $2,631+41.7% |
| Participant deferral / active EE | $13,931 | $6,636+109.9% | $7,997+74.2% | $4,212+230.8% |
| Admin fee / account holder | $366 | $8,568-95.7% | $13,435-97.3% | $7,344-95.0% |