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 | $55,639 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $31,177 |
VERITY ACCOUNTANCEY PC1 year Filed as: VERITY ACCOUNTANCY PC Service code 10 · EIN 26-0043045 | Accounting | $12,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,163 | $86,655+16.7% | $119,609-15.4% | $66,914+51.2% |
| Participation rate | 97.1% | 75.6%+21.5pp | 79.3%+17.9pp | 69.8%+27.3pp |
| Annual return | -13.48% | -8.00%-5.5pp | -14.97%+1.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $3,445 | $2,536+35.8% | $4,232-18.6% | $2,544+35.4% |
| Participant deferral / active EE | $2,374 | $4,358-45.5% | $5,602-57.6% | $4,237-44.0% |
| Admin fee / account holder | $104 | $755-86.2% | $10,323-99.0% | $593-82.4% |