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 5-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 64 · EIN 71-0294708 | Recordkeeping Fees | $21,087 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $9,156 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,080 | $101,499-76.3% | $147,005-83.6% | $74,546-67.7% |
| Participation rate | 71.6% | 75.5%-3.9pp | 82.2%-10.6pp | 67.2%+4.4pp |
| Annual return | 24.47% | 8732.34%-8707.9pp | 418.76%-394.3pp | 1366.03%-1341.6pp |
| Employer contribution / active EE | $2,230 | $3,811-41.5% | $4,934-54.8% | $2,624-15.0% |
| Participant deferral / active EE | $6,111 | $7,304-16.3% | $8,070-24.3% | $4,347+40.6% |
| Admin fee / account holder | $131 | $1,748-92.5% | $13,006-99.0% | $1,944-93.3% |