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 FINANCIAL2 years Service code 99 · EIN 04-3046611 | Other Fees | $23,399 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,736 |
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 | $48,990 | $42,548+15.1% | $74,550-34.3% | $56,287-13.0% |
| Participation rate | 73.2% | 60.5%+12.8pp | 69.1%+4.1pp | 69.9%+3.4pp |
| Annual return | -4.79% | 12.40%-17.2pp | 32.53%-37.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $678 | $855-20.7% | $1,961-65.4% | $2,111-67.9% |
| Participant deferral / active EE | $2,628 | $2,277+15.4% | $3,108-15.5% | $3,350-21.6% |
| Admin fee / account holder | $64 | $467-86.2% | $5,060-98.7% | $521-87.6% |