See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT ADVISROS, LLC Service code 99 | Other Fees | $22,094 |
EJREYNOLDS, INC.2 years Service code 49 | Other Services | $18,856 |
EJREYNOLDS, INC.2 years Filed as: EJ REYNOLDS, INC. Service code 49 · EIN 59-2265857 9050 PINES BLVD, SUITE 202 · PEMBROKE PINES, FL 33024 | Other Services | $0 |
Service code 99 · EIN 43-1451524 11101 SWITZER ROAD, SUITE 200 · OVERLAND PARK, KS 66210 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,569 | $82,202-37.3% | $125,339-58.9% | $64,808-20.4% |
| Participation rate | 91.3% | 77.9%+13.4pp | 82.4%+8.9pp | 71.5%+19.8pp |
| Annual return | -12.04% | 3.48%-15.5pp | 572.05%-584.1pp | 32.82%-44.9pp |
| Employer contribution / active EE | $1,541 | $3,615-57.4% | $4,814-68.0% | $2,506-38.5% |
| Participant deferral / active EE | $6,242 | $7,175-13.0% | $7,446-16.2% | $4,310+44.8% |
| Admin fee / account holder | $265 | $163+62.5% | $10,010-97.3% | $188+41.3% |