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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,279 |
Filed as: ONEDIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $13,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,345 | $53,136-56.1% | $155,509-85.0% | $199,593-88.3% |
| Participation rate | 18.5% | 64.1%-45.5pp | 78.2%-59.6pp | 72.0%-53.4pp |
| Annual return | 12.66% | 41.15%-28.5pp | 64.67%-52.0pp | 34.25%-21.6pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $977 | $3,161-69.1% | $5,626-82.6% | $5,087-80.8% |
| Admin fee / account holder | $178 | $185-3.8% | $15,912-98.9% | $269-33.7% |