See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $13,054 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,008 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $59 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,322 | $55,415-57.9% | $155,509-85.0% | $74,495-68.7% |
| Participation rate | 93.3% | 61.9%+31.4pp | 78.2%+15.1pp | 67.2%+26.1pp |
| Annual return | 16.85% | 268.50%-251.6pp | 64.67%-47.8pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,508 | $2,267-33.5% | $4,672-67.7% | $2,623-42.5% |
| Participant deferral / active EE | $2,828 | $2,836-0.3% | $5,626-49.7% | $4,346-34.9% |
| Admin fee / account holder | $19 | $1,738-98.9% | $15,912-99.9% | $1,942-99.0% |