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 64 · EIN 71-0294708 | Recordkeeping Fees | $34,134 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $19,428 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,562 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,100 | $57,831-73.9% | $82,389-81.7% | $85,563-82.4% |
| Participation rate | 62.6% | 55.0%+7.7pp | 69.5%-6.9pp | 66.0%-3.3pp |
| Annual return | 13.96% | 17.86%-3.9pp | 28.67%-14.7pp | 31.51%-17.6pp |
| Employer contribution / active EE | $719 | $1,643-56.3% | $2,517-71.5% | $2,654-72.9% |
| Participant deferral / active EE | $1,886 | $3,118-39.5% | $4,155-54.6% | $4,375-56.9% |
| Admin fee / account holder | $64 | $1,391-95.4% | $7,231-99.1% | $834-92.3% |