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 LLC Service code 27 · EIN 85-3439612 | Advisory (Plan) | $43,191 |
Service code 49 · EIN 71-0294708 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $18,101 |
WILLIAM BLAIR4 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC. Service code 99 | Other Fees | $6,824 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,265 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
WILLIAM BLAIR4 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC Service code 99 · EIN 59-3331424 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,934 | $49,693-19.6% | $70,515-43.4% | $74,419-46.3% |
| Participation rate | 73.3% | 64.7%+8.6pp | 68.3%+5.0pp | 70.7%+2.6pp |
| Annual return | 41.73% | 21.22%+20.5pp | 32.77%+9.0pp | 34.38%+7.3pp |
| Employer contribution / active EE | $1,636 | $1,773-7.7% | $2,973-45.0% | $2,637-38.0% |
| Participant deferral / active EE | $4,045 | $3,376+19.8% | $4,567-11.4% | $4,528-10.7% |
| Admin fee / account holder | $44 | $316-86.1% | $6,412-99.3% | $348-87.3% |