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 8-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 |
|---|---|---|
Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 | Other Services | $1,449 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $495 |
LPL FINANCIAL1 year Filed as: FORTUNE FINANCIAL SERVICES, INC. Service code 52 · EIN 25-1799740 | Indirect Investment Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,199 | $61,156-67.0% | $185,823-89.1% | $79,386-74.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.74% | 19.45%-6.7pp | 122.05%-109.3pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,248 | $2,321-3.1% | $5,167-56.5% | $2,427-7.4% |
| Participant deferral / active EE | $4,419 | $2,789+58.5% | $5,568-20.6% | $4,046+9.2% |
| Admin fee / account holder | $33 | $710-95.3% | $16,237-99.8% | $626-94.7% |