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 13 · EIN 42-0127290 | Contract Administrator | $65,851 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $39,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,216 | $108,549-31.6% | $156,263-52.5% | $85,563-13.3% |
| Participation rate | 90.9% | 77.1%+13.8pp | 78.9%+11.9pp | 66.0%+24.9pp |
| Annual return | 21.31% | 21.79%-0.5pp | 59.47%-38.2pp | 31.51%-10.2pp |
| Employer contribution / active EE | $2,590 | $2,690-3.7% | $4,333-40.2% | $2,654-2.4% |
| Participant deferral / active EE | $5,036 | $4,800+4.9% | $6,158-18.2% | $4,375+15.1% |
| Admin fee / account holder | $205 | $650-68.5% | $14,255-98.6% | $834-75.4% |