Filed May 21, 2026
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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.
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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 |
|---|---|---|
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,443 | $50,815-46.0% | $155,509-82.4% | $77,643-64.7% |
| Participation rate | 95.1% | 63.1%+32.0pp | 78.2%+16.9pp | 70.6%+24.5pp |
| Annual return | 13.55% | 34.80%-21.3pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,515 | $1,993-24.0% | $4,672-67.6% | $2,726-44.4% |
| Participant deferral / active EE | $2,590 | $2,822-8.2% | $5,626-54.0% | $4,647-44.3% |
| Admin fee / account holder | $198 | $437-54.8% | $15,912-98.8% | $430-54.1% |