See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 99 · EIN 43-1451524 | Other Fees | $51,878 |
ACUFF & ASSOCIATES, INC.9 years Service code 49 · EIN 62-1477251 | Other Services | $7,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,612 | $59,417+3.7% | $93,606-34.2% | $74,495-17.3% |
| Participation rate | 68.5% | 59.7%+8.8pp | 68.7%-0.2pp | 67.2%+1.3pp |
| Annual return | 14.07% | 81.83%-67.8pp | 133.20%-119.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $944 | $1,264-25.3% | $2,420-61.0% | $2,623-64.0% |
| Participant deferral / active EE | $3,213 | $3,050+5.4% | $4,411-27.2% | $4,346-26.1% |
| Admin fee / account holder | $487 | $3,021-83.9% | $8,285-94.1% | $1,942-74.9% |