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, PC4 years Filed as: LUTZ FINANCIAL SERVICES LLC Service code 26 · EIN 47-0828178 | Advisory (Participants) | $25,458 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $5,369 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $90,820 | $80,724+12.5% | $103,333-12.1% | $74,495+21.9% |
| Participation rate | 54.5% | 65.7%-11.2pp | 74.5%-20.0pp | 67.2%-12.7pp |
| Annual return | 18.16% | 27.56%-9.4pp | 24.88%-6.7pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,007 | $3,157-68.1% | $3,868-74.0% | $2,623-61.6% |
| Participant deferral / active EE | $2,867 | $3,860-25.7% | $5,057-43.3% | $4,346-34.0% |
| Admin fee / account holder | $61 | $2,368-97.4% | $8,355-99.3% | $1,942-96.9% |