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 64 · EIN 71-0294708 | Recordkeeping Fees | $69,849 |
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $25,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,506 | $88,890-3.8% | $102,423-16.5% | $77,643+10.1% |
| Participation rate | 88.6% | 80.9%+7.7pp | 76.5%+12.1pp | 70.6%+18.1pp |
| Annual return | 16.04% | 24.98%-8.9pp | 29.32%-13.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,864 | $2,698+43.3% | $3,023+27.8% | $2,726+41.8% |
| Participant deferral / active EE | $10,432 | $5,145+102.7% | $5,053+106.4% | $4,647+124.5% |
| Admin fee / account holder | $139 | $235-41.2% | $9,451-98.5% | $430-67.8% |