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 Service code 99 · EIN 04-3046611 | Other Fees | $26,079 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,801 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,944 | $54,573+4.3% | $90,951-37.4% | $73,488-22.5% |
| Participation rate | 81.9% | 61.2%+20.8pp | 69.0%+12.9pp | 70.7%+11.3pp |
| Annual return | 12.33% | 16.69%-4.4pp | 134.60%-122.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $854 | $991-13.8% | $2,122-59.7% | $2,270-62.4% |
| Participant deferral / active EE | $3,326 | $2,517+32.1% | $3,373-1.4% | $3,740-11.1% |
| Admin fee / account holder | $58 | $521-88.9% | $5,959-99.0% | $513-88.8% |