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 9-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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: KW FINANCIAL SERVICES Service code 55 · EIN 06-1375177 STE 200, 100 LARKSPUR LANDING CIR · LARKSPUR, CA 94939 | Other Commissions | $10,103 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 | Other Services | $2,557 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,445 | $41,467-70.0% | $67,313-81.5% | $55,725-77.7% |
| Participation rate | 81.7% | 62.5%+19.2pp | 69.1%+12.6pp | 70.9%+10.8pp |
| Annual return | 0.57% | 0.82%-0.2pp | -4.08%+4.7pp | 244.93%-244.4pp |
| Employer contribution / active EE | $0 | $1,316-100.0% | $2,566-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,378 | $2,399+165.8% | $3,568+78.7% | $3,356+90.1% |
| Admin fee / account holder | $14 | $102-86.3% | $4,507-99.7% | $115-87.8% |