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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $14,830 |
Filed as: RIMKUS, MARCIANO & ASSOCATES INC Service code 49 | Other Services | $5,303 |
Filed as: RIMKUS, MARCIANO & ASSOCIATES INC Service code 49 · EIN 22-2725182 3136 WINTON RD S STE 300 · ROCHESTER, NY 14623 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,678 | $78,483-31.6% | $106,201-49.5% | $74,546-28.0% |
| Participation rate | 45.9% | 72.8%-26.9pp | 75.3%-29.4pp | 67.2%-21.3pp |
| Annual return | 15.02% | 15.94%-0.9pp | 116.26%-101.2pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,382 | $4,320-44.9% | $5,012-52.5% | $4,347-45.2% |
| Admin fee / account holder | $54 | $2,236-97.6% | $11,039-99.5% | $1,944-97.2% |