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 9-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 | $7,039 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,063 | $50,127-70.0% | $149,673-89.9% | $80,160-81.2% |
| Participation rate | 37.4% | 64.3%-26.9pp | 78.8%-41.4pp | 72.9%-35.6pp |
| Annual return | 18.95% | 29.82%-10.9pp | 134.42%-115.5pp | 40.38%-21.4pp |
| Employer contribution / active EE | $814 | $1,865-56.3% | $4,818-83.1% | $2,978-72.7% |
| Participant deferral / active EE | $1,469 | $3,194-54.0% | $5,680-74.1% | $5,017-70.7% |
| Admin fee / account holder | $140 | $153-8.1% | $13,210-98.9% | $145-3.2% |