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+ years Service code 99 | Other Fees | $774 |
LPL FINANCIAL1+ years Filed as: LPL FINALCIAL Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Filed as: VOYA LIFE INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,365 | $50,464-35.9% | $75,781-57.3% | $52,331-38.2% |
| Participation rate | 68.3% | 66.8%+1.5pp | 75.8%-7.5pp | 68.1%+0.2pp |
| Annual return | 0.83% | 1.03%-0.2pp | 9.68%-8.9pp | 4.54%-3.7pp |
| Employer contribution / active EE | $535 | $1,988-73.1% | $3,323-83.9% | $1,882-71.6% |
| Participant deferral / active EE | $1,307 | $2,570-49.1% | $3,651-64.2% | $3,022-56.7% |
| Admin fee / account holder | $32 | $1,103-97.1% | $5,299-99.4% | $592-94.6% |