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 8-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 13 · EIN 42-0127290 | Contract Administrator | $43,547 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,860 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,140 | $106,028-70.6% | $146,958-78.8% | $77,643-59.9% |
| Participation rate | 77.7% | 78.4%-0.7pp | 82.2%-4.5pp | 70.6%+7.1pp |
| Annual return | 50.77% | 56.73%-6.0pp | 418.34%-367.6pp | 31.24%+19.5pp |
| Employer contribution / active EE | $1,278 | $4,063-68.5% | $4,933-74.1% | $2,726-53.1% |
| Participant deferral / active EE | $4,411 | $7,990-44.8% | $8,070-45.3% | $4,647-5.1% |
| Admin fee / account holder | $198 | $337-41.4% | $12,998-98.5% | $430-54.0% |