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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $128,221 |
Service code 16 · EIN 20-4780677 | Consulting | $54,184 |
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3567911 | Accounting | $31,250 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $9,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $48,600 | $53,136-8.5% | $155,509-68.7% | $199,593-75.7% |
| Participation rate | 36.4% | 64.1%-27.7pp | 78.2%-41.8pp | 72.0%-35.6pp |
| Annual return | 17.68% | 41.15%-23.5pp | 64.67%-47.0pp | 34.25%-16.6pp |
| Employer contribution / active EE | $128 | $1,851-93.1% | $4,672-97.3% | $3,034-95.8% |
| Participant deferral / active EE | $2,510 | $3,161-20.6% | $5,626-55.4% | $5,087-50.6% |
| Admin fee / account holder | $163 | $185-11.9% | $15,912-99.0% | $269-39.3% |