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 26 301 E PINE ST · ORLANDO, FL 32801 | Advisory (Participants) | $46,983 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $22,190 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,283 | $95,416+13.5% | $185,823-41.7% | $85,850+26.1% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 17.76% | 23.59%-5.8pp | 122.05%-104.3pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2,040 | $3,314-38.4% | $5,167-60.5% | $2,565-20.5% |
| Participant deferral / active EE | $2,967 | $3,423-13.3% | $5,568-46.7% | $3,952-24.9% |
| Admin fee / account holder | $735 | $7,213-89.8% | $16,237-95.5% | $6,260-88.3% |