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 | $65,966 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $22,878 |
Filed as: ALERA GROUP INC Service code 16 · EIN 81-4473358 | Consulting | $11,687 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $116,314 | $88,083+32.1% | $164,813-29.4% | $74,495+56.1% |
| Participation rate | 74.1% | 73.0%+1.1pp | 78.6%-4.5pp | 67.2%+6.9pp |
| Annual return | 10.42% | 17.26%-6.8pp | 69.93%-59.5pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,645 | $4,498-63.4% | $6,031-72.7% | $4,346-62.1% |
| Admin fee / account holder | $3 | $2,234-99.9% | $12,690-100.0% | $1,942-99.9% |