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: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,319 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,129 | $87,013+17.4% | $106,213-3.8% | $80,856+26.3% |
| Participation rate | 95.6% | 70.4%+25.1pp | 75.3%+20.3pp | 67.6%+27.9pp |
| Annual return | 15.31% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,318 | $2,395-3.2% | $3,171-26.9% | $2,755-15.9% |
| Participant deferral / active EE | $4,062 | $3,986+1.9% | $5,016-19.0% | $4,296-5.5% |
| Admin fee / account holder | $229 | $8,431-97.3% | $11,033-97.9% | $6,918-96.7% |