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 7-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 |
|---|---|---|
Filed as: ONEDIGITAL INVT ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $81,364 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $54,019 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,760 | $106,028-13.5% | $146,958-37.6% | $77,643+18.2% |
| Participation rate | 97.8% | 78.4%+19.4pp | 82.2%+15.7pp | 70.6%+27.2pp |
| Annual return | 20.93% | 56.73%-35.8pp | 418.34%-397.4pp | 31.24%-10.3pp |
| Employer contribution / active EE | $5,625 | $4,063+38.5% | $4,933+14.0% | $2,726+106.4% |
| Participant deferral / active EE | $13,353 | $7,990+67.1% | $8,070+65.5% | $4,647+187.3% |
| Admin fee / account holder | $358 | $337+6.1% | $12,998-97.2% | $430-16.8% |