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 |
|---|---|---|
LUTZ & COMPANY, PC1 year Filed as: LUTZ FINANCIAL SERVICES LLC Service code 26 · EIN 47-0828178 | Advisory (Participants) | $29,442 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,628 | $77,6600% | $109,143-28.9% | $79,386-2.2% |
| Participation rate | 58.0% | 67.8%-9.8pp | 75.9%-17.9pp | 70.7%-12.7pp |
| Annual return | 47.52% | 23.44%+24.1pp | 25.75%+21.8pp | 116.85%-69.3pp |
| Employer contribution / active EE | $859 | $2,797-69.3% | $3,722-76.9% | $2,427-64.6% |
| Participant deferral / active EE | $2,356 | $3,518-33.0% | $4,653-49.4% | $4,046-41.8% |
| Admin fee / account holder | $47 | $732-93.6% | $6,752-99.3% | $626-92.5% |