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 Service code 27 P 0 BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $1,222 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,057 | $78,485-79.5% | $106,213-84.9% | $74,495-78.4% |
| Participation rate | 87.6% | 72.8%+14.8pp | 75.3%+12.3pp | 67.2%+20.4pp |
| Annual return | 13.10% | 15.95%-2.8pp | 116.14%-103.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,238 | $2,523-50.9% | $3,171-61.0% | $2,623-52.8% |
| Participant deferral / active EE | $1,989 | $4,322-54.0% | $5,016-60.4% | $4,346-54.2% |
| Admin fee / account holder | $106 | $2,232-95.3% | $11,033-99.0% | $1,942-94.6% |