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 |
|---|---|---|
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $11,472 |
Service code 49 | Other Services | $1,604 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,076 | $102,317-65.7% | $146,958-76.1% | $80,856-56.6% |
| Participation rate | 79.4% | 75.8%+3.5pp | 82.2%-2.8pp | 67.6%+11.7pp |
| Annual return | 18.66% | 134.76%-116.1pp | 418.34%-399.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,381 | $3,713-8.9% | $4,933-31.5% | $2,755+22.7% |
| Participant deferral / active EE | $6,736 | $6,644+1.4% | $8,070-16.5% | $4,296+56.8% |
| Admin fee / account holder | $67 | $7,941-99.2% | $12,998-99.5% | $6,918-99.0% |