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 10-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 |
|---|---|---|
LAIKEN ASSOCIATES, INC.3 years Filed as: LAIKEN ASSOC INC Service code 49 · EIN 13-1980835 | Other Services | $25,123 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,174 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,734 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,235 | $91,407+168.3% | $135,903+80.4% | $71,457+243.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.94% | 29.90%-13.0pp | 68.23%-51.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $7,617 | $3,703+105.7% | $4,856+56.8% | $2,588+194.3% |
| Participant deferral / active EE | $10,870 | $7,092+53.3% | $7,758+40.1% | $4,289+153.5% |
| Admin fee / account holder | $8 | $1,266-99.4% | $10,762-99.9% | $1,587-99.5% |