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: VOYA RETIREMENT INSURANCE ANNUITY Service code 16 · EIN 52-1222820 230 PARK AVE · NEW YORK, NY 10169 | Consulting | $21,393 |
LINDQUIST VON HUSEN & JOYCE LLP1+ years Filed as: LINDQUIST, VON HUSEN & JOYCE, LLP Service code 10 · EIN 94-1250261 90 NEW MONTGOMERY · SAN FRANCISCO, CA 94105 | Accounting | $16,200 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 16 · EIN 35-2552359 | Consulting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,984 |
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 | $97,373 | $50,898+91.3% | $171,082-43.1% | $55,167+76.5% |
| Participation rate | 87.3% | 63.3%+24.1pp | 76.7%+10.6pp | 69.0%+18.4pp |
| Annual return | 8.06% | 15.34%-7.3pp | 32.56%-24.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,297 | $1,433+60.3% | $4,002-42.6% | $1,963+17.0% |
| Participant deferral / active EE | $7,568 | $2,994+152.8% | $4,797+57.8% | $3,054+147.8% |
| Admin fee / account holder | $245 | $500-51.0% | $8,520-97.1% | $504-51.4% |