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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,256 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,775 |
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 | $50,550 | $80,724-37.4% | $103,333-51.1% | $74,495-32.1% |
| Participation rate | 97.1% | 65.7%+31.4pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 12.33% | 27.56%-15.2pp | 24.88%-12.6pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,927 | $3,157-39.0% | $3,868-50.2% | $2,623-26.6% |
| Participant deferral / active EE | $3,474 | $3,860-10.0% | $5,057-31.3% | $4,346-20.1% |
| Admin fee / account holder | $315 | $2,368-86.7% | $8,355-96.2% | $1,942-83.8% |