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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $24,391 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $2,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,998 | $82,917-10.8% | $103,333-28.4% | $77,643-4.7% |
| Participation rate | 38.7% | 71.6%-32.9pp | 74.5%-35.8pp | 70.6%-31.9pp |
| Annual return | 14.31% | 19.13%-4.8pp | 24.88%-10.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,372 | $3,552-61.4% | $3,868-64.5% | $2,726-49.7% |
| Participant deferral / active EE | $2,681 | $4,108-34.7% | $5,057-47.0% | $4,647-42.3% |
| Admin fee / account holder | $192 | $638-70.0% | $8,355-97.7% | $430-55.5% |