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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $31,404 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 99 · EIN 35-1151034 | Other Fees | $6,849 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,822 |
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 | $82,081 | $79,184+3.7% | $102,438-19.9% | $74,546+10.1% |
| Participation rate | 80.5% | 74.8%+5.7pp | 76.5%+4.0pp | 67.2%+13.3pp |
| Annual return | 31.34% | 54.95%-23.6pp | 29.37%+2.0pp | 1366.03%-1334.7pp |
| Employer contribution / active EE | $1,043 | $2,362-55.9% | $3,024-65.5% | $2,624-60.3% |
| Participant deferral / active EE | $4,583 | $4,414+3.8% | $5,054-9.3% | $4,347+5.4% |
| Admin fee / account holder | $23 | $2,001-98.8% | $9,448-99.8% | $1,944-98.8% |