Filed December 7, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 82-1434504 300 GALLERIA PKWY STE 1950 · ATLANTA, GA 30339 | Advisory (Participants) | $28,170 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,941 | $48,750+78.3% | $88,946-2.3% | $74,304+17.0% |
| Participation rate | 41.7% | 44.5%-2.7pp | 68.8%-27.1pp | 60.3%-18.6pp |
| Annual return | 18.53% | 25.91%-7.4pp | 57.82%-39.3pp | 29.43%-10.9pp |
| Employer contribution / active EE | $911 | $1,255-27.4% | $2,555-64.3% | $2,241-59.3% |
| Participant deferral / active EE | $7,331 | $2,423+202.5% | $4,581+60.0% | $3,767+94.6% |
| Admin fee / account holder | $626 | $3,756-83.3% | $8,261-92.4% | $2,969-78.9% |