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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $20,263 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,236 | $101,499-61.3% | $147,005-73.3% | $74,546-47.4% |
| Participation rate | 72.9% | 75.5%-2.6pp | 82.2%-9.2pp | 67.2%+5.7pp |
| Annual return | 16.77% | 8732.34%-8715.6pp | 418.76%-402.0pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $1,675 | $3,811-56.0% | $4,934-66.1% | $2,624-36.2% |
| Participant deferral / active EE | $5,905 | $7,304-19.2% | $8,070-26.8% | $4,347+35.8% |
| Admin fee / account holder | $71 | $1,748-95.9% | $13,006-99.5% | $1,944-96.3% |