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) | $51,623 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $41,974 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,102 | $57,281+116.7% | $86,612+43.3% | $75,163+65.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.20% | 2670.75%-2653.6pp | 591.07%-573.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $9,523 | $2,314+311.4% | $3,022+215.1% | $2,670+256.7% |
| Participant deferral / active EE | $2,370 | $3,318-28.6% | $4,438-46.6% | $4,125-42.6% |
| Admin fee / account holder | $361 | $4,112-91.2% | $5,614-93.6% | $5,651-93.6% |