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 6-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 |
|---|---|---|
NATIONAL ADMINISTRATION, INC.3+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $3,036 |
Filed as: NATIONAL ADMINISTRATION INC Service code 49 | Other Services | $1,041 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $950 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $440 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,464 | $70,587-55.4% | $124,672-74.8% | $85,850-63.4% |
| Participation rate | 57.3% | 64.4%-7.1pp | 74.6%-17.3pp | 69.3%-12.0pp |
| Annual return | 13.72% | 20688.83%-20675.1pp | 5142.93%-5129.2pp | 318.53%-304.8pp |
| Employer contribution / active EE | $883 | $1,913-53.8% | $3,324-73.4% | $2,565-65.6% |
| Participant deferral / active EE | $1,766 | $2,969-40.5% | $4,614-61.7% | $3,952-55.3% |
| Admin fee / account holder | $29 | $5,282-99.5% | $7,493-99.6% | $6,260-99.5% |