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) | $63,194 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $29,846 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,652 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,953 | $54,193-37.3% | $93,606-63.7% | $77,643-56.3% |
| Participation rate | 84.9% | 63.9%+20.9pp | 68.7%+16.1pp | 70.6%+14.3pp |
| Annual return | 11.98% | 30.54%-18.6pp | 133.20%-121.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $575 | $1,168-50.8% | $2,420-76.2% | $2,726-78.9% |
| Participant deferral / active EE | $2,729 | $3,144-13.2% | $4,411-38.1% | $4,647-41.3% |
| Admin fee / account holder | $140 | $576-75.6% | $8,285-98.3% | $430-67.4% |