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 FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 06-1375177 1521 PARK AVE · MUSCATINE, IA 52761 | Other Commissions | $18,032 |
Filed as: BENEFIT INVESTMENT GROUP INC Service code 49 215 PINE VALLEY CT · FAIRVIEW, TX 75069 | Other Services | $7,090 |
LOREN D. STARK COMPANY3 years Service code 49 10101 SOUTHWEST FWY STE 610 · HOUSTON, TX 77074 | Other Services | $2,124 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $184 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,507 | $49,915-40.9% | $154,803-80.9% | $74,304-60.3% |
| Participation rate | 79.6% | 54.0%+25.7pp | 78.1%+1.6pp | 60.3%+19.3pp |
| Annual return | 33.27% | 34.06%-0.8pp | 58.88%-25.6pp | 29.43%+3.8pp |
| Employer contribution / active EE | $3,325 | $1,611+106.3% | $4,305-22.8% | $2,241+48.3% |
| Participant deferral / active EE | $2,436 | $2,255+8.1% | $5,540-56.0% | $3,767-35.3% |
| Admin fee / account holder | $232 | $2,189-89.4% | $14,329-98.4% | $2,969-92.2% |