Filed May 20, 2025
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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 99 · EIN 43-1451524 | Other Fees | $8,950 |
Service code 99 · EIN 81-3433658 | Other Fees | $7,779 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,083 | $46,464-54.6% | $150,298-86.0% | $79,634-73.5% |
| Participation rate | 17.4% | 57.0%-39.6pp | 77.8%-60.4pp | 62.5%-45.1pp |
| Annual return | 11.05% | 27.89%-16.8pp | 62.79%-51.7pp | 36.46%-25.4pp |
| Employer contribution / active EE | $289 | $1,512-80.9% | $4,154-93.0% | $2,529-88.6% |
| Participant deferral / active EE | $488 | $2,157-77.4% | $5,453-91.0% | $3,835-87.3% |
| Admin fee / account holder | $321 | $891-63.9% | $14,116-97.7% | $1,002-67.9% |