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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $17,332 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,225 | $62,327-62.7% | $120,354-80.7% | $74,495-68.8% |
| Participation rate | 48.5% | 56.8%-8.3pp | 71.9%-23.4pp | 67.2%-18.7pp |
| Annual return | 13.23% | 18.61%-5.4pp | 107.15%-93.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $850 | $1,843-53.9% | $3,463-75.4% | $2,623-67.6% |
| Participant deferral / active EE | $2,600 | $2,893-10.1% | $4,991-47.9% | $4,346-40.2% |
| Admin fee / account holder | $117 | $2,396-95.1% | $9,423-98.8% | $1,942-94.0% |