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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $43,640 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $11,667 |
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $6,667 |
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 | $73,382 | $99,078-25.9% | $96,544-24.0% | $74,419-1.4% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.0%+19.5pp | 70.7%+24.8pp |
| Annual return | 20.69% | 22.48%-1.8pp | 25.84%-5.2pp | 34.38%-13.7pp |
| Employer contribution / active EE | $3,852 | $2,570+49.9% | $2,965+29.9% | $2,637+46.1% |
| Participant deferral / active EE | $10,677 | $4,933+116.4% | $4,851+120.1% | $4,528+135.8% |
| Admin fee / account holder | $90 | $225-59.8% | $8,252-98.9% | $348-74.0% |