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 |
|---|---|---|
LATITUDE SERVICE COMPANY INC4 years Service code 49 · EIN 82-1371994 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES,LLC Service code 99 · EIN 34-1542819 | Other Fees | $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 | $23,533 | $73,397-67.9% | $178,014-86.8% | $74,546-68.4% |
| Participation rate | 73.0% | 66.6%+6.4pp | 77.1%-4.1pp | 67.2%+5.8pp |
| Annual return | 16.56% | 17.49%-0.9pp | 294.80%-278.2pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $1,591 | $2,217-28.3% | $3,950-59.7% | $2,624-39.4% |
| Participant deferral / active EE | $3,098 | $4,512-31.3% | $6,276-50.6% | $4,347-28.7% |
| Admin fee / account holder | $32 | $1,809-98.3% | $10,362-99.7% | $1,944-98.4% |