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 | $34,576 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,724 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,685 | $86,944-47.5% | $107,525-57.5% | $74,304-38.5% |
| Participation rate | 98.0% | 59.6%+38.5pp | 75.1%+22.9pp | 60.3%+37.7pp |
| Annual return | 7.40% | 23.52%-16.1pp | 181.32%-173.9pp | 29.43%-22.0pp |
| Employer contribution / active EE | $2,005 | $2,757-27.3% | $3,754-46.6% | $2,241-10.5% |
| Participant deferral / active EE | $3,614 | $3,554+1.7% | $5,116-29.4% | $3,767-4.1% |
| Admin fee / account holder | $296 | $3,727-92.1% | $8,919-96.7% | $2,969-90.0% |