Filed November 7, 2024
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 13 · EIN 42-0127290 | Contract Administrator | $26,771 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $24,905 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $31,690 | $49,915-36.5% | $154,803-79.5% | $74,304-57.4% |
| Participation rate | 96.4% | 54.0%+42.4pp | 78.1%+18.3pp | 60.3%+36.0pp |
| Annual return | 13.87% | 34.06%-20.2pp | 58.88%-45.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,248 | $1,611+39.5% | $4,305-47.8% | $2,241+0.3% |
| Participant deferral / active EE | $3,430 | $2,255+52.1% | $5,540-38.1% | $3,767-9.0% |
| Admin fee / account holder | $194 | $2,189-91.1% | $14,329-98.6% | $2,969-93.5% |