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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $147,462 |
Filed as: ONEDIGITAL INVESTMENT AD Service code 27 · EIN 43-1451524 | Advisory (Plan) | $88,855 |
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 | $83,500 | $2,679,533-96.9% | $164,813-49.3% | $199,593-58.2% |
| Participation rate | 95.9% | 78.3%+17.6pp | 78.6%+17.3pp | 72.0%+23.9pp |
| Annual return | 16.56% | 17.93%-1.4pp | 69.93%-53.4pp | 34.25%-17.7pp |
| Employer contribution / active EE | $1,571 | $2,970-47.1% | $4,341-63.8% | $3,034-48.2% |
| Participant deferral / active EE | $6,283 | $5,010+25.4% | $6,031+4.2% | $5,087+23.5% |
| Admin fee / account holder | $151 | $1,982-92.4% | $12,690-98.8% | $269-44.0% |