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 FINANCIAL4+ years Service code 99 | Other Fees | $4,378 |
LPL FINANCIAL4+ 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 |
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 | $49,112 | $55,449-11.4% | $83,848-41.4% | $56,287-12.7% |
| Participation rate | 74.8% | 68.0%+6.7pp | 76.1%-1.4pp | 69.9%+4.9pp |
| Annual return | -3.57% | -1.38%-2.2pp | 850.88%-854.4pp | -9.96%+6.4pp |
| Employer contribution / active EE | $785 | $2,430-67.7% | $3,631-78.4% | $2,111-62.8% |
| Participant deferral / active EE | $2,060 | $2,935-29.8% | $4,082-49.5% | $3,350-38.5% |
| Admin fee / account holder | $46 | $656-92.9% | $5,478-99.2% | $521-91.1% |