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) | $37,647 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,396 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,698 | $101,317+2.4% | $146,958-29.4% | $74,495+39.2% |
| Participation rate | 91.3% | 75.5%+15.8pp | 82.2%+9.2pp | 67.2%+24.1pp |
| Annual return | 27.86% | 8730.91%-8703.1pp | 418.34%-390.5pp | 1364.94%-1337.1pp |
| Employer contribution / active EE | $6,665 | $3,810+74.9% | $4,933+35.1% | $2,623+154.1% |
| Participant deferral / active EE | $15,370 | $7,303+110.5% | $8,070+90.5% | $4,346+253.7% |
| Admin fee / account holder | $435 | $1,739-75.0% | $12,998-96.7% | $1,942-77.6% |