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 | $45,757 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,992 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,194 | $73,397-18.0% | $178,014-66.2% | $74,546-19.3% |
| Participation rate | 92.3% | 66.6%+25.7pp | 77.1%+15.2pp | 67.2%+25.1pp |
| Annual return | 15.81% | 17.49%-1.7pp | 294.80%-279.0pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $1,326 | $2,217-40.2% | $3,950-66.4% | $2,624-49.5% |
| Participant deferral / active EE | $9,305 | $4,512+106.2% | $6,276+48.3% | $4,347+114.0% |
| Admin fee / account holder | $391 | $1,809-78.4% | $10,362-96.2% | $1,944-79.9% |