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 9-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $101,787 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $53,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,466 | $50,815-67.6% | $155,509-89.4% | $77,643-78.8% |
| Participation rate | 59.4% | 63.1%-3.7pp | 78.2%-18.8pp | 70.6%-11.2pp |
| Annual return | 15.39% | 34.80%-19.4pp | 64.67%-49.3pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,382 | $1,993-30.6% | $4,672-70.4% | $2,726-49.3% |
| Participant deferral / active EE | $2,401 | $2,822-14.9% | $5,626-57.3% | $4,647-48.3% |
| Admin fee / account holder | $110 | $437-74.8% | $15,912-99.3% | $430-74.5% |