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 15 · EIN 35-0145825 | Recordkeeping | $52,932 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $21,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,566 | $71,883+20.4% | $86,677-0.1% | $68,494+26.4% |
| Participation rate | 81.4% | 72.2%+9.2pp | 76.6%+4.9pp | 67.9%+13.6pp |
| Annual return | -13.61% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,959 | $2,173+82.2% | $2,836+39.6% | $2,596+52.5% |
| Participant deferral / active EE | $3,984 | $3,779+5.4% | $4,656-14.4% | $4,027-1.1% |
| Admin fee / account holder | $10 | $6,112-99.8% | $7,493-99.9% | $5,403-99.8% |