Filed January 6, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $111,815 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $6,480 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,182 | $63,770-58.9% | $71,209-63.2% | $102,872-74.5% |
| Participation rate | 95.5% | 61.0%+34.5pp | 73.8%+21.8pp | 73.0%+22.5pp |
| Annual return | 11.87% | 16.01%-4.1pp | 282.51%-270.6pp | 19.06%-7.2pp |
| Employer contribution / active EE | $2,610 | $2,367+10.3% | $2,721-4.1% | $3,526-26.0% |
| Participant deferral / active EE | $0 | $3,587-100.0% | $4,175-100.0% | $5,535-100.0% |
| Admin fee / account holder | $51 | $220-76.8% | $5,349-99.0% | $292-82.6% |