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 10-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 27 · EIN 82-1434504 | Advisory (Plan) | $89,704 |
TIAA9+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $6,481 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $128 |
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 | $86,720 | $91,762-5.5% | $67,502+28.5% | $77,643+11.7% |
| Participation rate | 98.5% | 75.9%+22.6pp | 72.9%+25.6pp | 70.6%+27.9pp |
| Annual return | 22.16% | 14.87%+7.3pp | 3512.12%-3490.0pp | 31.24%-9.1pp |
| Employer contribution / active EE | $4,291 | $3,181+34.9% | $2,731+57.1% | $2,726+57.4% |
| Participant deferral / active EE | $6,060 | $3,903+55.3% | $4,000+51.5% | $4,647+30.4% |
| Admin fee / account holder | $205 | $176+16.5% | $3,998-94.9% | $430-52.3% |