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 5-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: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $19,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,353 | $69,477-30.4% | $94,646-48.9% | $71,457-32.3% |
| Participation rate | 92.7% | 78.4%+14.2pp | 80.8%+11.9pp | 67.9%+24.8pp |
| Annual return | 18.92% | 29.66%-10.7pp | 156.71%-137.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $4,293 | $2,853+50.5% | $3,672+16.9% | $2,588+65.9% |
| Participant deferral / active EE | $9,044 | $7,345+23.1% | $7,418+21.9% | $4,289+110.9% |
| Admin fee / account holder | $43 | $1,210-96.5% | $7,231-99.4% | $1,587-97.3% |