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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $17,643 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY F Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,936 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,689 | $50,982-65.3% | $154,803-88.6% | $85,563-79.3% |
| Participation rate | 87.2% | 59.8%+27.4pp | 78.1%+9.1pp | 66.0%+21.2pp |
| Annual return | 15.65% | 30.35%-14.7pp | 58.88%-43.2pp | 31.51%-15.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $615 | $2,474-75.1% | $5,540-88.9% | $4,375-85.9% |
| Admin fee / account holder | $102 | $846-88.0% | $14,329-99.3% | $834-87.8% |