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 15 · EIN 35-0145825 | Recordkeeping | $38,021 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $17,740 |
JONES & ROTH, PC6 years Filed as: JONES & ROTH P.C. Service code 10 · EIN 93-0819646 | Accounting | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,723 | $56,503-56.2% | $70,092-64.7% | $64,808-61.9% |
| Participation rate | 61.5% | 70.5%-9.0pp | 70.5%-9.0pp | 71.5%-10.0pp |
| Annual return | -9.81% | -13.44%+3.6pp | 190.73%-200.5pp | 32.82%-42.6pp |
| Employer contribution / active EE | $877 | $2,046-57.1% | $2,559-65.7% | $2,506-65.0% |
| Participant deferral / active EE | $1,398 | $3,389-58.8% | $3,849-63.7% | $4,310-67.6% |
| Admin fee / account holder | $32 | $160-79.9% | $6,267-99.5% | $188-82.8% |