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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,744 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $14,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,228 | $55,441-83.4% | $76,002-87.9% | $77,671-88.1% |
| Participation rate | 55.6% | 63.6%-8.0pp | 69.1%-13.4pp | 70.6%-14.9pp |
| Annual return | 14.02% | 17.08%-3.1pp | 360.07%-346.0pp | 31.21%-17.2pp |
| Employer contribution / active EE | $642 | $1,789-64.1% | $2,688-76.1% | $2,726-76.4% |
| Participant deferral / active EE | $1,614 | $3,451-53.2% | $4,257-62.1% | $4,648-65.3% |
| Admin fee / account holder | $21 | $407-94.9% | $6,414-99.7% | $430-95.2% |