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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 71-0294708 | Other Fees | $26,485 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $6,190 |
Annual investment return 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 | $28,234 | $53,165-46.9% | $86,188-67.2% | $74,419-62.1% |
| Participation rate | 97.0% | 64.9%+32.2pp | 69.0%+28.1pp | 70.7%+26.3pp |
| Annual return | 13.78% | 22.64%-8.9pp | 1168.45%-1154.7pp | 34.38%-20.6pp |
| Employer contribution / active EE | $1,170 | $1,210-3.3% | $2,380-50.8% | $2,637-55.6% |
| Participant deferral / active EE | $4,496 | $3,234+39.0% | $3,985+12.8% | $4,528-0.7% |
| Admin fee / account holder | $132 | $551-76.1% | $6,852-98.1% | $348-62.2% |