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: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $3,340 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,630 |
EPIQWEST CULVER WEALTH ADVISORS LLC3 years Service code 15 · EIN 84-4906623 | Recordkeeping | $2,126 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,345 | $64,707-84.0% | $112,228-90.8% | $68,494-84.9% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,842 | $3,565-20.3% | $4,728-39.9% | $4,027-29.4% |
| Admin fee / account holder | $109 | $5,232-97.9% | $6,410-98.3% | $5,403-98.0% |