See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-0127290 | Recordkeeping | $155,933 |
Filed as: ONEDIGITAL INVESTMENT AD Service code 16 · EIN 45-1451524 | Consulting | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,821 | $62,544+8.4% | $129,207-47.5% | $199,593-66.0% |
| Participation rate | 98.0% | 56.8%+41.2pp | 69.6%+28.4pp | 72.0%+26.0pp |
| Annual return | 14.52% | 16.95%-2.4pp | 9417.33%-9402.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $1,847 | $2,394-22.9% | $4,153-55.5% | $3,034-39.1% |
| Participant deferral / active EE | $4,798 | $3,123+53.6% | $4,168+15.1% | $5,087-5.7% |
| Admin fee / account holder | $112 | $167-32.6% | $7,715-98.5% | $269-58.2% |