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 |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $30,397 |
HUNTINGTON NATIONAL BANK5 years Service code 15 · EIN 31-0966785 | Recordkeeping | $5,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,764 | $62,624-62.1% | $177,989-86.6% | $77,643-69.4% |
| Participation rate | 44.2% | 66.8%-22.6pp | 77.1%-32.8pp | 70.6%-26.3pp |
| Annual return | 17.06% | 16.16%+0.9pp | 294.48%-277.4pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,405 | $1,909-26.4% | $3,949-64.4% | $2,726-48.4% |
| Participant deferral / active EE | $2,416 | $4,219-42.7% | $6,276-61.5% | $4,647-48.0% |
| Admin fee / account holder | $186 | $386-51.7% | $10,363-98.2% | $430-56.7% |