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 | $45,343-30.1% | $150,298-78.9% | $67,986-53.4% |
| Participation rate | 96.4% | 51.9%+44.5pp | 77.8%+18.6pp | 57.2%+39.2pp |
| Annual return | 13.87% | 33.28%-19.4pp | 62.79%-48.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $2,248 | $1,462+53.8% | $4,154-45.9% | $2,019+11.3% |
| Participant deferral / active EE | $3,430 | $2,055+66.9% | $5,453-37.1% | $3,358+2.1% |
| Admin fee / account holder | $194 | $2,250-91.4% | $14,116-98.6% | $3,203-93.9% |