See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,741 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $49,963 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,003 | $92,055-9.8% | $106,213-21.9% | $77,643+6.9% |
| Participation rate | 96.5% | 81.0%+15.5pp | 75.3%+21.2pp | 70.6%+25.9pp |
| Annual return | 14.72% | 17.91%-3.2pp | 116.14%-101.4pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,310 | $3,367-61.1% | $3,171-58.7% | $2,726-51.9% |
| Participant deferral / active EE | $4,993 | $5,386-7.3% | $5,016-0.5% | $4,647+7.4% |
| Admin fee / account holder | $201 | $219-8.5% | $11,033-98.2% | $430-53.4% |