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 FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $11,182 |
Filed as: VOYA RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,775 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,788 | $100,923+61.3% | $150,045+8.5% | $74,304+119.1% |
| Participation rate | 93.5% | 70.1%+23.4pp | 82.3%+11.2pp | 60.3%+33.2pp |
| Annual return | 11.56% | 51.77%-40.2pp | 62.55%-51.0pp | 29.43%-17.9pp |
| Employer contribution / active EE | $7,848 | $3,463+126.6% | $4,693+67.2% | $2,241+250.2% |
| Participant deferral / active EE | $11,082 | $6,709+65.2% | $7,997+38.6% | $3,767+194.2% |
| Admin fee / account holder | $18 | $2,767-99.4% | $13,435-99.9% | $2,969-99.4% |