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 6-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: ONE DIGITAL INVESTMENT ADVISORS Service code 99 | Other Fees | $34,056 |
LPL FINANCIAL4 years Service code 99 | Other Fees | $20,827 |
Service code 99 | Other Fees | $9,987 |
FINANCIAL NETWORK WEALTH ADVISOR1 year Service code 64 · EIN 87-2857735 | Recordkeeping Fees | $0 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 95-2834236 | Other Fees | $0 |
Filed as: ONE DIGITAL INVESTMENT Service code 64 · EIN 43-1451524 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,242 | $111,072-38.6% | $156,263-56.3% | $102,872-33.7% |
| Participation rate | 29.5% | 80.1%-50.6pp | 78.9%-49.4pp | 73.0%-43.5pp |
| Annual return | 19.33% | 16.98%+2.4pp | 59.47%-40.1pp | 19.06%+0.3pp |
| Employer contribution / active EE | $1,109 | $4,017-72.4% | $4,333-74.4% | $3,526-68.5% |
| Participant deferral / active EE | $2,217 | $5,455-59.4% | $6,158-64.0% | $5,535-59.9% |
| Admin fee / account holder | $282 | $120+134.3% | $14,255-98.0% | $292-3.4% |