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, LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $22,030 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,393 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,135 | $54,701+55.6% | $86,188-1.2% | $71,457+19.1% |
| Participation rate | 92.5% | 60.1%+32.4pp | 69.0%+23.6pp | 67.9%+24.6pp |
| Annual return | 13.80% | 20.06%-6.3pp | 1168.45%-1154.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $2,243 | $1,265+77.3% | $2,380-5.8% | $2,588-13.3% |
| Participant deferral / active EE | $4,015 | $3,108+29.2% | $3,985+0.7% | $4,289-6.4% |
| Admin fee / account holder | $280 | $1,922-85.5% | $6,852-95.9% | $1,587-82.4% |