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) | $53,631 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,538 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $7,351 |
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 | $100,262 | $102,382-2.1% | $147,005-31.8% | $80,874+24.0% |
| Participation rate | 93.2% | 75.8%+17.3pp | 82.2%+11.0pp | 67.6%+25.5pp |
| Annual return | 14.76% | 134.89%-120.1pp | 418.76%-404.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $8,670 | $3,715+133.4% | $4,934+75.7% | $2,756+214.6% |
| Participant deferral / active EE | $23,510 | $6,646+253.7% | $8,070+191.3% | $4,297+447.1% |
| Admin fee / account holder | $326 | $7,942-95.9% | $13,006-97.5% | $6,935-95.3% |