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 | $42,462 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,697 |
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 | $256,582 | $67,984+277.4% | $65,493+291.8% | $74,304+245.3% |
| Participation rate | 97.4% | 66.3%+31.0pp | 73.1%+24.3pp | 60.3%+37.0pp |
| Annual return | 13.10% | 19.87%-6.8pp | 982.45%-969.3pp | 29.43%-16.3pp |
| Employer contribution / active EE | $9,240 | $2,491+270.9% | $2,574+258.9% | $2,241+312.3% |
| Participant deferral / active EE | $7,229 | $3,346+116.0% | $3,961+82.5% | $3,767+91.9% |
| Admin fee / account holder | $301 | $1,373-78.1% | $5,028-94.0% | $2,969-89.9% |