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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $36,148 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $8,462 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,634 | $78,485-75.0% | $106,213-81.5% | $74,495-73.6% |
| Participation rate | 87.3% | 72.8%+14.5pp | 75.3%+12.1pp | 67.2%+20.1pp |
| Annual return | 12.42% | 15.95%-3.5pp | 116.14%-103.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,251 | $2,523-50.4% | $3,171-60.6% | $2,623-52.3% |
| Participant deferral / active EE | $3,359 | $4,322-22.3% | $5,016-33.0% | $4,346-22.7% |
| Admin fee / account holder | $101 | $2,232-95.5% | $11,033-99.1% | $1,942-94.8% |