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 9-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 | $110,234 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $37,020 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,156 | $102,317-25.6% | $146,958-48.2% | $80,856-5.8% |
| Participation rate | 76.7% | 75.8%+0.8pp | 82.2%-5.5pp | 67.6%+9.0pp |
| Annual return | 20.75% | 134.76%-114.0pp | 418.34%-397.6pp | 35.59%-14.8pp |
| Employer contribution / active EE | $3,148 | $3,713-15.2% | $4,933-36.2% | $2,755+14.3% |
| Participant deferral / active EE | $3,099 | $6,644-53.4% | $8,070-61.6% | $4,296-27.9% |
| Admin fee / account holder | $15 | $7,941-99.8% | $12,998-99.9% | $6,918-99.8% |