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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 3-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: ONE DIGITAL INVESTMENT ADV. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,075 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,225 |
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 | $7,179 | $79,171-90.9% | $102,423-93.0% | $74,495-90.4% |
| Participation rate | 82.7% | 74.8%+7.9pp | 76.5%+6.2pp | 67.2%+15.5pp |
| Annual return | 50.47% | 54.93%-4.5pp | 29.32%+21.1pp | 1364.94%-1314.5pp |
| Employer contribution / active EE | $769 | $2,362-67.4% | $3,023-74.6% | $2,623-70.7% |
| Participant deferral / active EE | $3,012 | $4,415-31.8% | $5,053-40.4% | $4,346-30.7% |
| Admin fee / account holder | $56 | $2,001-97.2% | $9,451-99.4% | $1,942-97.1% |