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 FINANCIAL1 year Filed as: LPL Service code 99 · EIN 04-3046611 | Other Fees | $7,663 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $49,564 | $60,795-18.5% | $69,455-28.6% | $65,185-24.0% |
| Participation rate | 75.6% | 74.9%+0.8pp | 74.6%+1.0pp | 70.2%+5.4pp |
| Annual return | 7.13% | 17.46%-10.3pp | 28.97%-21.8pp | 29.38%-22.3pp |
| Employer contribution / active EE | $8,175 | $2,452+233.4% | $2,779+194.2% | $2,177+275.6% |
| Participant deferral / active EE | $2,371 | $3,162-25.0% | $3,535-32.9% | $3,514-32.5% |
| Admin fee / account holder | $30 | $314-90.3% | $3,839-99.2% | $847-96.4% |