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 3-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 | $19,100 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,633 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,068 | $50,815-82.2% | $155,509-94.2% | $77,643-88.3% |
| Participation rate | 97.0% | 63.1%+33.9pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 22.67% | 34.80%-12.1pp | 64.67%-42.0pp | 31.24%-8.6pp |
| Employer contribution / active EE | $1,410 | $1,993-29.3% | $4,672-69.8% | $2,726-48.3% |
| Participant deferral / active EE | $3,195 | $2,822+13.2% | $5,626-43.2% | $4,647-31.3% |
| Admin fee / account holder | $65 | $437-85.0% | $15,912-99.6% | $430-84.8% |