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 |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENTS ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $37,823 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,164 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,496 | $91,407-14.1% | $135,903-42.2% | $71,457+9.8% |
| Participation rate | 92.8% | 75.7%+17.1pp | 81.9%+10.9pp | 67.9%+24.8pp |
| Annual return | 40.57% | 29.90%+10.7pp | 68.23%-27.7pp | 28.85%+11.7pp |
| Employer contribution / active EE | $9,239 | $3,703+149.5% | $4,856+90.2% | $2,588+257.0% |
| Participant deferral / active EE | $18,637 | $7,092+162.8% | $7,758+140.2% | $4,289+334.6% |
| Admin fee / account holder | $262 | $1,266-79.3% | $10,762-97.6% | $1,587-83.5% |