Filed June 1, 2020 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $105,176 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 28 · EIN 82-1434504 | Investment Management | $43,047 |
Service code 29 · EIN 31-0570030 | Legal | $5,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,395 | $119,446-17.6% | $150,045-34.4% | $85,563+15.0% |
| Participation rate | 98.1% | 75.4%+22.6pp | 82.3%+15.7pp | 66.0%+32.1pp |
| Annual return | 15.16% | 23.72%-8.6pp | 62.55%-47.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $5,513 | $4,078+35.2% | $4,693+17.5% | $2,654+107.8% |
| Participant deferral / active EE | $5,286 | $7,985-33.8% | $7,997-33.9% | $4,375+20.8% |
| Admin fee / account holder | $262 | $548-52.2% | $13,435-98.0% | $834-68.6% |