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) | $53,548 |
Service code 49 · EIN 71-0294708 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $8,928 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $421 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
WILLIAM BLAIR5 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC Service code 99 · EIN 59-3331424 | Other Fees | $0 |
WILLIAM BLAIR5 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC. Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,688 | $55,416-8.5% | $75,972-33.3% | $77,643-34.7% |
| Participation rate | 81.7% | 63.6%+18.2pp | 69.1%+12.7pp | 70.6%+11.2pp |
| Annual return | 16.00% | 17.07%-1.1pp | 359.55%-343.6pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,748 | $1,788-2.2% | $2,685-34.9% | $2,726-35.9% |
| Participant deferral / active EE | $4,236 | $3,447+22.9% | $4,255-0.5% | $4,647-8.8% |
| Admin fee / account holder | $106 | $414-74.3% | $6,467-98.4% | $430-75.3% |