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 64 · EIN 71-0294708 | Recordkeeping Fees | $34,444 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $17,549 |
CROWE LLP2 years Service code 99 P.O. BOX 71570 · CHICAGO, IL 60694 | Other Fees | $14,293 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,932 | $138,347-42.2% | $184,203-56.6% | $80,856-1.1% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.6%+30.3pp |
| Annual return | 14.98% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,250 | $4,850-33.0% | $6,427-49.4% | $2,755+18.0% |
| Participant deferral / active EE | $10,238 | $7,071+44.8% | $9,131+12.1% | $4,296+138.3% |
| Admin fee / account holder | $378 | $10,483-96.4% | $13,901-97.3% | $6,918-94.5% |