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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,060 |
Filed as: ONE DIGITAL INVESTMENT A Service code 27 · EIN 82-1434504 | Advisory (Plan) | $30,065 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $25,872 |
DCM SERVICES LLC1 year Service code 10 · EIN 84-4615239 | Accounting | $21,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,406 | $42,886+15.2% | $88,946-44.5% | $85,563-42.3% |
| Participation rate | 96.6% | 37.9%+58.6pp | 68.8%+27.7pp | 66.0%+30.6pp |
| Annual return | 18.14% | 44.56%-26.4pp | 57.82%-39.7pp | 31.51%-13.4pp |
| Employer contribution / active EE | $1,448 | $1,147+26.2% | $2,555-43.3% | $2,654-45.4% |
| Participant deferral / active EE | $4,333 | $2,108+105.6% | $4,581-5.4% | $4,375-1.0% |
| Admin fee / account holder | $275 | $2,263-87.8% | $8,261-96.7% | $834-67.0% |