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) | $26,232 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 | Recordkeeping | $25,666 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,075 |
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 | $70,873 | $91,407-22.5% | $135,903-47.9% | $71,457-0.8% |
| Participation rate | 93.7% | 75.7%+18.1pp | 81.9%+11.8pp | 67.9%+25.8pp |
| Annual return | 22.51% | 29.90%-7.4pp | 68.23%-45.7pp | 28.85%-6.3pp |
| Employer contribution / active EE | $6,887 | $3,703+86.0% | $4,856+41.8% | $2,588+166.2% |
| Participant deferral / active EE | $15,629 | $7,092+120.4% | $7,758+101.5% | $4,289+264.4% |
| Admin fee / account holder | $295 | $1,266-76.7% | $10,762-97.3% | $1,587-81.4% |