Filed May 21, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,506 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,314 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,203 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,443 | $50,919-46.1% | $155,556-82.4% | $77,762-64.7% |
| Participation rate | 95.1% | 63.1%+32.0pp | 78.2%+16.9pp | 70.6%+24.5pp |
| Annual return | 13.55% | 34.84%-21.3pp | 64.84%-51.3pp | 31.27%-17.7pp |
| Employer contribution / active EE | $1,515 | $1,991-23.9% | $4,675-67.6% | $2,728-44.5% |
| Participant deferral / active EE | $2,590 | $2,824-8.3% | $5,631-54.0% | $4,651-44.3% |
| Admin fee / account holder | $198 | $437-54.8% | $15,885-98.8% | $433-54.4% |