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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $28,179 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $22,906 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,105 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,043 | $50,815-42.8% | $155,509-81.3% | $77,643-62.6% |
| Participation rate | 20.7% | 63.1%-42.4pp | 78.2%-57.5pp | 70.6%-49.8pp |
| Annual return | 10.26% | 34.80%-24.5pp | 64.67%-54.4pp | 31.24%-21.0pp |
| Employer contribution / active EE | $496 | $1,993-75.1% | $4,672-89.4% | $2,726-81.8% |
| Participant deferral / active EE | $850 | $2,822-69.9% | $5,626-84.9% | $4,647-81.7% |
| Admin fee / account holder | $159 | $437-63.7% | $15,912-99.0% | $430-63.1% |