Filed December 23, 2022
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: ONE DIGITAL INVESTMENT ADVISORS Service code 26 · EIN 82-1434504 300 GALLERIA PARKWAY · ATLANTA, GA 30339 | Advisory (Participants) | $60,000 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,968 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,743 | $145,877-32.3% | $150,045-34.2% | $102,872-4.0% |
| Participation rate | 77.9% | 79.8%-1.9pp | 82.3%-4.4pp | 73.0%+4.9pp |
| Annual return | 25.24% | 21.37%+3.9pp | 62.55%-37.3pp | 19.06%+6.2pp |
| Employer contribution / active EE | $3,198 | $4,710-32.1% | $4,693-31.9% | $3,526-9.3% |
| Participant deferral / active EE | $6,299 | $9,491-33.6% | $7,997-21.2% | $5,535+13.8% |
| Admin fee / account holder | $117 | $176-33.4% | $13,435-99.1% | $292-59.9% |