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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 | $101,672-61.4% | $147,117-73.3% | $74,478-47.3% |
| Participation rate | 72.9% | 75.5%-2.6pp | 82.2%-9.3pp | 67.2%+5.7pp |
| Annual return | 16.77% | 8757.83%-8741.1pp | 420.54%-403.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $1,675 | $3,813-56.1% | $4,932-66.0% | $2,626-36.2% |
| Participant deferral / active EE | $5,905 | $7,305-19.2% | $8,065-26.8% | $4,350+35.7% |
| Admin fee / account holder | $71 | $1,753-95.9% | $12,993-99.4% | $1,946-96.3% |