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 | $29,258 |
EJREYNOLDS, INC.4 years Filed as: EJ REYNOLDS, INC. Service code 49 · EIN 59-2265857 9050 PINES BLVD, SUITE 202 · PEMBROKE PINES, FL 33024 | Other Services | $25,455 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,592 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS LLC Service code 99 · EIN 43-1451524 11101 SWITZER ROAD, SUITE 200 · OVERLAND PARK, KS 66210 | Other Fees | $0 |
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 | $67,225 | $106,028-36.6% | $146,958-54.3% | $77,643-13.4% |
| Participation rate | 89.6% | 78.4%+11.2pp | 82.2%+7.4pp | 70.6%+19.0pp |
| Annual return | 15.88% | 56.73%-40.9pp | 418.34%-402.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,101 | $4,063-72.9% | $4,933-77.7% | $2,726-59.6% |
| Participant deferral / active EE | $5,319 | $7,990-33.4% | $8,070-34.1% | $4,647+14.5% |
| Admin fee / account holder | $346 | $337+2.6% | $12,998-97.3% | $430-19.6% |