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: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,036 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 | Recordkeeping | $19,881 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,588 | $84,487-44.9% | $125,339-62.8% | $66,914-30.4% |
| Participation rate | 89.9% | 76.4%+13.5pp | 82.4%+7.6pp | 69.8%+20.1pp |
| Annual return | -13.79% | -8.39%-5.4pp | 572.05%-585.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $5,527 | $3,553+55.6% | $4,814+14.8% | $2,544+117.2% |
| Participant deferral / active EE | $12,227 | $6,781+80.3% | $7,446+64.2% | $4,237+188.6% |
| Admin fee / account holder | $218 | $685-68.2% | $10,010-97.8% | $593-63.2% |