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: VOYA RETIREMENT Service code 15 · EIN 71-0294708 | Recordkeeping | $85,138 |
Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $18,270 |
ASSURANCE DIMENSIONS2 years Service code 10 · EIN 26-3429295 | Accounting | $9,785 |
Filed as: ONEDIGITAL TOPCO, LLC Service code 27 · EIN 26-3429295 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,361 | $119,446-65.4% | $150,045-72.4% | $85,563-51.7% |
| Participation rate | 93.0% | 75.4%+17.6pp | 82.3%+10.7pp | 66.0%+27.1pp |
| Annual return | 17.66% | 23.72%-6.1pp | 62.55%-44.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $3,067 | $4,078-24.8% | $4,693-34.6% | $2,654+15.6% |
| Participant deferral / active EE | $6,205 | $7,985-22.3% | $7,997-22.4% | $4,375+41.8% |
| Admin fee / account holder | $254 | $548-53.5% | $13,435-98.1% | $834-69.5% |