See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISOR Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,912 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $5,501 |
Filed as: ECONOMIC GROUP PENSION SERVICES,INC Service code 15 · EIN 13-3180178 23332 MILL CREEK DRIVE SUITE 205 · LAGUNA HILLS, CA 92653 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,678 | $42,886-70.4% | $88,946-85.7% | $85,563-85.2% |
| Participation rate | 32.1% | 37.9%-5.8pp | 68.8%-36.8pp | 66.0%-33.9pp |
| Annual return | 14.29% | 44.56%-30.3pp | 57.82%-43.5pp | 31.51%-17.2pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $873 | $2,108-58.6% | $4,581-80.9% | $4,375-80.1% |
| Admin fee / account holder | $65 | $2,263-97.1% | $8,261-99.2% | $834-92.2% |