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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $76,689 |
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $40,302 |
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 | $55,053 | $95,880-42.6% | $107,525-48.8% | $85,563-35.7% |
| Participation rate | 72.9% | 70.1%+2.7pp | 75.1%-2.2pp | 66.0%+6.9pp |
| Annual return | 21.09% | 68.06%-47.0pp | 181.32%-160.2pp | 31.51%-10.4pp |
| Employer contribution / active EE | $2,998 | $3,812-21.4% | $3,754-20.1% | $2,654+13.0% |
| Participant deferral / active EE | $6,385 | $4,201+52.0% | $5,116+24.8% | $4,375+45.9% |
| Admin fee / account holder | $204 | $1,025-80.1% | $8,919-97.7% | $834-75.6% |