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 3-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 INVESTMENT ADVISORS Service code 13 11101 SWITZER RD, SUITE 200 · OVERLAND PARK, KS 66210 | Contract Administrator | $50,693 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,021 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 · EIN 43-1829594 11601 BORMAN DR, SUITE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $5,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,438 | $56,638-35.7% | $169,368-78.5% | $74,419-51.0% |
| Participation rate | 39.3% | 67.5%-28.2pp | 77.1%-37.8pp | 70.7%-31.4pp |
| Annual return | -44.11% | 24.75%-68.9pp | 405.60%-449.7pp | 34.38%-78.5pp |
| Employer contribution / active EE | $972 | $2,027-52.0% | $4,013-75.8% | $2,637-63.1% |
| Participant deferral / active EE | $2,863 | $4,223-32.2% | $6,221-54.0% | $4,528-36.8% |
| Admin fee / account holder | $260 | $307-15.3% | $9,003-97.1% | $348-25.3% |