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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 28 · EIN 82-1434504 | Investment Management | $42,000 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,162 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,005 | $69,763+264.1% | $67,502+276.3% | $74,495+241.0% |
| Participation rate | 94.6% | 71.4%+23.2pp | 72.9%+21.7pp | 67.2%+27.4pp |
| Annual return | 12.31% | -40.34%+52.7pp | 3512.12%-3499.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $8,881 | $2,704+228.5% | $2,731+225.2% | $2,623+238.6% |
| Participant deferral / active EE | $7,452 | $3,636+105.0% | $4,000+86.3% | $4,346+71.5% |
| Admin fee / account holder | $324 | $896-63.8% | $3,998-91.9% | $1,942-83.3% |