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 7-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 27 200 GALLERIA PKWY SE STE 1950 · ATLANTA, GA 30339 | Advisory (Plan) | $34,782 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 55788 · BOSTON, MA 02205 | Recordkeeping | $30,665 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,997 | $78,485+23.6% | $106,213-8.7% | $74,495+30.2% |
| Participation rate | 98.3% | 72.8%+25.4pp | 75.3%+23.0pp | 67.2%+31.1pp |
| Annual return | 15.53% | 15.95%-0.4pp | 116.14%-100.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $4,629 | $2,523+83.5% | $3,171+46.0% | $2,623+76.5% |
| Participant deferral / active EE | $8,664 | $4,322+100.4% | $5,016+72.7% | $4,346+99.4% |
| Admin fee / account holder | $329 | $2,232-85.3% | $11,033-97.0% | $1,942-83.1% |