Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONE DIGITAL INVESTMENT ADVISORS. Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $11,164 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,245 | $43,749-37.7% | $158,223-82.8% | $65,306-58.3% |
| Participation rate | 43.9% | 56.9%-13.0pp | 79.2%-35.3pp | 57.7%-13.8pp |
| Annual return | 12.93% | 19.41%-6.5pp | 52.09%-39.2pp | 21.94%-9.0pp |
| Employer contribution / active EE | $876 | $1,497-41.5% | $4,109-78.7% | $1,967-55.5% |
| Participant deferral / active EE | $1,431 | $2,019-29.1% | $5,467-73.8% | $2,959-51.6% |
| Admin fee / account holder | $88 | $1,930-95.5% | $16,047-99.5% | $3,480-97.5% |