Filed November 25, 2014
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 | $97,617 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $60,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,987 | $100,227-46.1% | $169,993-68.2% | $74,419-27.5% |
| Participation rate | 96.0% | 87.3%+8.7pp | 87.0%+9.0pp | 70.7%+25.2pp |
| Annual return | 16.49% | 66.08%-49.6pp | 53.37%-36.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $870 | $4,263-79.6% | $6,785-87.2% | $2,637-67.0% |
| Participant deferral / active EE | $6,839 | $7,143-4.3% | $10,408-34.3% | $4,528+51.0% |
| Admin fee / account holder | $114 | $234-51.5% | $12,815-99.1% | $348-67.3% |