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 | $54,577 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,988 |
PBMARES, LLP3 years Service code 13 · EIN 54-0737372 | Contract Administrator | $5,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,985 | $84,487-68.1% | $125,339-78.5% | $66,914-59.7% |
| Participation rate | 93.7% | 76.4%+17.3pp | 82.4%+11.3pp | 69.8%+23.9pp |
| Annual return | -14.81% | -8.39%-6.4pp | 572.05%-586.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,483 | $3,553-30.1% | $4,814-48.4% | $2,544-2.4% |
| Participant deferral / active EE | $4,433 | $6,781-34.6% | $7,446-40.5% | $4,237+4.6% |
| Admin fee / account holder | $209 | $685-69.5% | $10,010-97.9% | $593-64.8% |