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 |
|---|---|---|
COMERICA BANK10+ years Service code 19 · EIN 38-0856070 | Securities Custodian | $111,483 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $78,895 |
Filed as: ONEDIGITAL TOPCO LLC Service code 11 · EIN 43-1451524 | Actuarial | $33,750 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $8,956 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 17.1%-17.1pp |
| Annual return | 8.41% | 10.98%-2.6pp | 9.49%-1.1pp | 9.82%-1.4pp |
| Employer contribution / active EE | $0 | $19,261-100.0% | $29,215-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $1,087-100.0% | $359-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |