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 99 · EIN 82-1434504 | Other Fees | $45,919 |
Service code 99 · EIN 59-3696338 | Other Fees | $17,164 |
Service code 49 PO BOX 601070 · JACKSONVILLE, FL 32260 | Other Services | $14,142 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,023 |
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 | $128,267 | $55,415+131.5% | $155,509-17.5% | $74,495+72.2% |
| Participation rate | 80.4% | 61.9%+18.5pp | 78.2%+2.2pp | 67.2%+13.2pp |
| Annual return | 14.58% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $4,440 | $2,267+95.9% | $4,672-5.0% | $2,623+69.3% |
| Participant deferral / active EE | $9,463 | $2,836+233.7% | $5,626+68.2% | $4,346+117.7% |
| Admin fee / account holder | $32 | $1,738-98.1% | $15,912-99.8% | $1,942-98.3% |