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 |
|---|---|---|
Filed as: ONE DIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $35,449 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,723 |
RANDALL & HURLEY, INC.2 years Filed as: RANDALL & HURLEY Service code 13 · EIN 91-1661080 | Contract Administrator | $24,687 |
DP&C7 years Service code 10 · EIN 91-1503183 | Accounting | $14,510 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,897 | $50,982+39.1% | $154,803-54.2% | $85,563-17.1% |
| Participation rate | 99.2% | 59.8%+39.4pp | 78.1%+21.2pp | 66.0%+33.3pp |
| Annual return | 15.66% | 30.35%-14.7pp | 58.88%-43.2pp | 31.51%-15.9pp |
| Employer contribution / active EE | $3,579 | $1,708+109.5% | $4,305-16.9% | $2,654+34.9% |
| Participant deferral / active EE | $3,583 | $2,474+44.8% | $5,540-35.3% | $4,375-18.1% |
| Admin fee / account holder | $152 | $846-82.0% | $14,329-98.9% | $834-81.8% |