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 FINANCIAL1 year Service code 99 · EIN 04-3046611 | Other Fees | $20,619 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,941 | $51,466+39.8% | $78,778-8.7% | $62,292+15.5% |
| Participation rate | 56.4% | 59.8%-3.4pp | 69.2%-12.8pp | 69.5%-13.1pp |
| Annual return | 14.44% | 19.96%-5.5pp | 35.62%-21.2pp | 28.90%-14.5pp |
| Employer contribution / active EE | $641 | $827-22.5% | $1,986-67.7% | $2,042-68.6% |
| Participant deferral / active EE | $2,721 | $2,147+26.7% | $2,958-8.0% | $3,169-14.1% |
| Admin fee / account holder | $48 | $489-90.2% | $5,134-99.1% | $479-90.0% |