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 10-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 TOPCO LLC DBA RESOURCES Service code 99 · EIN 13-2624428 | Other Fees | $40,000 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,298 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,839 | $101,317+10.4% | $146,958-23.9% | $74,495+50.1% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 14.11% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,663 | $3,810-30.1% | $4,933-46.0% | $2,623+1.5% |
| Participant deferral / active EE | $10,544 | $7,303+44.4% | $8,070+30.7% | $4,346+142.6% |
| Admin fee / account holder | $135 | $1,739-92.2% | $12,998-99.0% | $1,942-93.0% |