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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 | Other Fees | $11,494 |
Filed as: COMMONWEALTH EQUITY SERICES Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,554 | $56,317-45.7% | $71,209-57.1% | $74,304-58.9% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 14.06% | 42.83%-28.8pp | 282.51%-268.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $2,113 | $2,160-2.2% | $2,721-22.3% | $2,241-5.7% |
| Participant deferral / active EE | $1,990 | $2,788-28.6% | $4,175-52.3% | $3,767-47.2% |
| Admin fee / account holder | $23 | $2,290-99.0% | $5,349-99.6% | $2,969-99.2% |