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, PC2 years Filed as: LUTZ FINANCIAL SERVICES LLC Service code 26 · EIN 47-0828178 | Advisory (Participants) | $28,454 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $6,090 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,688 |
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 | $81,651 | $64,119+27.3% | $112,228-27.2% | $66,914+22.0% |
| Participation rate | 58.8% | 68.5%-9.7pp | 75.1%-16.3pp | 69.8%-11.0pp |
| Annual return | 6.14% | -13.81%+19.9pp | 27.45%-21.3pp | 1.58%+4.6pp |
| Employer contribution / active EE | $935 | $3,005-68.9% | $3,635-74.3% | $2,544-63.2% |
| Participant deferral / active EE | $2,672 | $3,693-27.7% | $4,728-43.5% | $4,237-36.9% |
| Admin fee / account holder | $72 | $625-88.5% | $6,410-98.9% | $593-87.9% |