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 | $50,435 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,994 |
PBMARES, LLP5 years Service code 49 · EIN 54-0737372 | Other Services | $5,972 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,337 | $101,317-63.1% | $146,958-74.6% | $74,495-49.9% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.2%+14.8pp | 67.2%+29.7pp |
| Annual return | 12.44% | 8730.91%-8718.5pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,577 | $3,810-32.4% | $4,933-47.8% | $2,623-1.7% |
| Participant deferral / active EE | $4,295 | $7,303-41.2% | $8,070-46.8% | $4,346-1.2% |
| Admin fee / account holder | $217 | $1,739-87.5% | $12,998-98.3% | $1,942-88.8% |