Filed January 6, 2025 (most recent of 2 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,182 | $56,734-53.9% | $68,368-61.7% | $103,975-74.8% |
| Participation rate | 95.5% | 61.6%+33.9pp | 73.8%+21.8pp | 72.5%+23.0pp |
| Annual return | 11.87% | 13.73%-1.9pp | 292.57%-280.7pp | 19.41%-7.5pp |
| Employer contribution / active EE | $2,610 | $1,867+39.8% | $2,649-1.5% | $3,722-29.9% |
| Participant deferral / active EE | $0 | $2,940-100.0% | $4,123-100.0% | $5,343-100.0% |
| Admin fee / account holder | $51 | $263-80.6% | $5,150-99.0% | $332-84.7% |