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: ONEDIGITAL INVESTMENT ADVISORS Service code 99 | Other Fees | $21,329 |
EJREYNOLDS, INC.3 years Filed as: EJ REYNOLDS, INC. Service code 49 · EIN 59-2265857 9050 PINES BLVD, SUITE 202 · PEMBROKE PINES, FL 33024 | Other Services | $20,764 |
Service code 99 · EIN 43-1451524 11101 SWITZER ROAD, SUITE 200 · OVERLAND PARK, KS 66210 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,262 | $95,274-36.7% | $135,903-55.7% | $74,419-19.0% |
| Participation rate | 92.8% | 78.2%+14.6pp | 81.9%+10.9pp | 70.7%+22.1pp |
| Annual return | 20.53% | 32.77%-12.2pp | 68.23%-47.7pp | 34.38%-13.9pp |
| Employer contribution / active EE | $1,772 | $3,874-54.3% | $4,856-63.5% | $2,637-32.8% |
| Participant deferral / active EE | $7,532 | $7,782-3.2% | $7,758-2.9% | $4,528+66.3% |
| Admin fee / account holder | $221 | $266-16.9% | $10,762-97.9% | $348-36.4% |