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 10-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $92,525 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 | Consulting | $33,940 |
Filed as: RESOURCES INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,632 | $42,353-48.9% | $79,550-72.8% | $64,808-66.6% |
| Participation rate | 89.4% | 64.8%+24.6pp | 69.5%+19.9pp | 71.5%+17.9pp |
| Annual return | -16.68% | -12.24%-4.4pp | 0.16%-16.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $574 | $1,181-51.4% | $2,413-76.2% | $2,506-77.1% |
| Participant deferral / active EE | $2,411 | $3,170-23.9% | $3,985-39.5% | $4,310-44.1% |
| Admin fee / account holder | $9 | $160-94.4% | $6,832-99.9% | $188-95.3% |