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, PC3 years Filed as: LUTZ FINANCIAL SERVICES LLC Service code 26 · EIN 47-0828178 | Advisory (Participants) | $23,660 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $5,374 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,983 | $76,670-7.4% | $96,683-26.6% | $71,457-0.7% |
| Participation rate | 54.1% | 66.6%-12.5pp | 74.3%-20.3pp | 67.9%-13.8pp |
| Annual return | -7.88% | 48.29%-56.2pp | 35.69%-43.6pp | 28.85%-36.7pp |
| Employer contribution / active EE | $852 | $3,031-71.9% | $3,737-77.2% | $2,588-67.1% |
| Participant deferral / active EE | $2,543 | $3,771-32.6% | $4,878-47.9% | $4,289-40.7% |
| Admin fee / account holder | $55 | $2,028-97.3% | $6,730-99.2% | $1,587-96.5% |