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 | $21,212 |
ASCENSUS LLC5 years Filed as: DWC, ERISA CONSULTANTS LLC Service code 49 · EIN 26-2091417 | Other Services | $0 |
PRESIDIO WEALTH MANAGEMENT1 year Service code 99 · EIN 90-0055260 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $19,525 | $109,881-82.2% | $150,045-87.0% | $84,808-77.0% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 15.46% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,305 | $6,636-50.2% | $7,997-58.7% | $4,212-21.5% |
| Admin fee / account holder | $213 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |