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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $155,159 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,359 |
Filed as: ONEDIGITAL TOPCO LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,582 | $122,186+12.6% | $146,958-6.4% | $199,593-31.1% |
| Participation rate | 94.8% | 78.3%+16.5pp | 82.2%+12.7pp | 72.0%+22.8pp |
| Annual return | 0.00% | 30.56%-30.6pp | 418.34%-418.3pp | 34.25%-34.3pp |
| Employer contribution / active EE | $4,282 | $4,093+4.6% | $4,933-13.2% | $3,034+41.1% |
| Participant deferral / active EE | $9,580 | $8,502+12.7% | $8,070+18.7% | $5,087+88.3% |
| Admin fee / account holder | $82 | $179-54.1% | $12,998-99.4% | $269-69.5% |