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 9-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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $9,857 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,887 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,311 | $81,248-52.8% | $155,509-75.4% | $80,856-52.6% |
| Participation rate | 92.2% | 66.2%+26.0pp | 78.2%+14.0pp | 67.6%+24.6pp |
| Annual return | 8.83% | 33.31%-24.5pp | 64.67%-55.8pp | 35.59%-26.8pp |
| Employer contribution / active EE | $2,612 | $3,100-15.7% | $4,672-44.1% | $2,755-5.2% |
| Participant deferral / active EE | $5,399 | $3,452+56.4% | $5,626-4.0% | $4,296+25.7% |
| Admin fee / account holder | $119 | $7,997-98.5% | $15,912-99.2% | $6,918-98.3% |