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 INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $19,545 |
ASCENSUS LLC4 years Filed as: DWC, ERISA CONSULTANTS LLC Service code 49 · EIN 26-2091417 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,893 | $101,317-84.3% | $146,958-89.2% | $74,495-78.7% |
| Participation rate | 98.8% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 12.29% | 8730.91%-8718.6pp | 418.34%-406.0pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $27 | $3,810-99.3% | $4,933-99.4% | $2,623-99.0% |
| Participant deferral / active EE | $3,332 | $7,303-54.4% | $8,070-58.7% | $4,346-23.3% |
| Admin fee / account holder | $152 | $1,739-91.3% | $12,998-98.8% | $1,942-92.2% |