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 | $48,017 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,237 |
PBMARES, LLP6 years Service code 49 · EIN 54-0737372 | Other Services | $5,884 |
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).
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 | $40,410 | $100,923-60.0% | $150,045-73.1% | $74,304-45.6% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.3pp | 60.3%+37.3pp |
| Annual return | 14.68% | 51.77%-37.1pp | 62.55%-47.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $3,345 | $3,463-3.4% | $4,693-28.7% | $2,241+49.3% |
| Participant deferral / active EE | $4,249 | $6,709-36.7% | $7,997-46.9% | $3,767+12.8% |
| Admin fee / account holder | $235 | $2,767-91.5% | $13,435-98.3% | $2,969-92.1% |