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 FINANCIAL2+ years Service code 99 | Other Fees | $19,718 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,016 |
Filed as: VOYA RETIREMENT INS.& ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $407 |
LPL FINANCIAL1+ years Filed as: LPL FINANACIAL Service code 99 · EIN 04-3046611 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,841 | $74,024-75.9% | $77,999-77.1% | $57,658-69.1% |
| Participation rate | 68.6% | 79.7%-11.1pp | 75.5%-6.9pp | 70.2%-1.6pp |
| Annual return | 5.84% | 12.14%-6.3pp | 425.96%-420.1pp | 5.13%+0.7pp |
| Employer contribution / active EE | $660 | $2,365-72.1% | $2,470-73.3% | $1,974-66.6% |
| Participant deferral / active EE | $1,727 | $3,533-51.1% | $3,497-50.6% | $3,061-43.6% |
| Admin fee / account holder | $39 | $93-58.1% | $5,480-99.3% | $95-58.7% |