See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRADITION WEALTH MANAGEMENT LLC1+ years Filed as: TRADITIONAL WEALTH MANAGEMENT LLC Service code 11 · EIN 42-1577774 | Actuarial | $13,727 |
TAX SHELTERED COMPENSATION, INC.1+ years Filed as: TAX SHELTERED COMPENSATION Service code 49 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Other Services | $5,857 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $286 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $25,521 | $71,050-64.1% | $93,606-72.7% | $80,856-68.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 15.76% | 11.26%+4.5pp | 133.20%-117.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,993 | $1,564+27.5% | $2,420-17.6% | $2,755-27.6% |
| Participant deferral / active EE | $2,475 | $4,034-38.6% | $4,411-43.9% | $4,296-42.4% |
| Admin fee / account holder | $36 | $6,945-99.5% | $8,285-99.6% | $6,918-99.5% |