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 INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $120,876 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $56,849 |
PENSION ASSURANCE LLP1 year Filed as: PENSION DESIGN & ADMINISTRATION INC Service code 49 | Other Services | $14,199 |
Service code 49 704 228TH AVE. NE, #515 · SAMMAMISH, WA 98074 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,927 | $50,815-33.2% | $155,509-78.2% | $77,643-56.3% |
| Participation rate | 95.1% | 63.1%+32.0pp | 78.2%+16.9pp | 70.6%+24.5pp |
| Annual return | 16.40% | 34.80%-18.4pp | 64.67%-48.3pp | 31.24%-14.8pp |
| Employer contribution / active EE | $826 | $1,993-58.6% | $4,672-82.3% | $2,726-69.7% |
| Participant deferral / active EE | $2,849 | $2,822+0.9% | $5,626-49.4% | $4,647-38.7% |
| Admin fee / account holder | $123 | $437-71.8% | $15,912-99.2% | $430-71.4% |