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 | $47,559 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $10,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,346 | $45,031+27.3% | $85,009-32.5% | $77,671-26.2% |
| Participation rate | 40.7% | 48.7%-8.0pp | 67.5%-26.8pp | 70.6%-29.9pp |
| Annual return | 12.78% | 79.22%-66.4pp | 66.47%-53.7pp | 31.21%-18.4pp |
| Employer contribution / active EE | $844 | $1,609-47.6% | $2,728-69.1% | $2,726-69.1% |
| Participant deferral / active EE | $1,576 | $2,807-43.9% | $4,522-65.1% | $4,648-66.1% |
| Admin fee / account holder | $254 | $912-72.1% | $6,153-95.9% | $430-40.9% |