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 | $106,110-70.7% | $147,005-78.8% | $77,671-59.9% |
| Participation rate | 77.7% | 78.4%-0.7pp | 82.2%-4.5pp | 70.6%+7.1pp |
| Annual return | 50.77% | 56.77%-6.0pp | 418.76%-368.0pp | 31.21%+19.6pp |
| Employer contribution / active EE | $1,278 | $4,065-68.5% | $4,934-74.1% | $2,726-53.1% |
| Participant deferral / active EE | $4,411 | $7,992-44.8% | $8,070-45.3% | $4,648-5.1% |
| Admin fee / account holder | $198 | $338-41.4% | $13,006-98.5% | $430-54.0% |