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, PC5 years Filed as: LUTZ FINANCIAL SERVICES LLC Service code 26 · EIN 47-0828178 | Advisory (Participants) | $33,282 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,288 |
QUALIFIED PLANS, LLC4 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $6,491 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years 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.
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 | $95,061 | $86,944+9.3% | $107,525-11.6% | $74,304+27.9% |
| Participation rate | 53.2% | 59.6%-6.4pp | 75.1%-21.9pp | 60.3%-7.2pp |
| Annual return | 7.11% | 23.52%-16.4pp | 181.32%-174.2pp | 29.43%-22.3pp |
| Employer contribution / active EE | $924 | $2,757-66.5% | $3,754-75.4% | $2,241-58.8% |
| Participant deferral / active EE | $2,638 | $3,554-25.8% | $5,116-48.4% | $3,767-30.0% |
| Admin fee / account holder | $88 | $3,727-97.6% | $8,919-99.0% | $2,969-97.0% |