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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $152,918 |
IFG ADVISORY1 year Service code 99 · EIN 46-3235230 | Other Fees | $42,884 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $26,755 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $207,966 | $102,317+103.3% | $146,958+41.5% | $80,856+157.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.50% | 134.76%-117.3pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $10,113 | $3,713+172.4% | $4,933+105.0% | $2,755+267.1% |
| Participant deferral / active EE | $14,155 | $6,644+113.1% | $8,070+75.4% | $4,296+229.5% |
| Admin fee / account holder | $1,062 | $7,941-86.6% | $12,998-91.8% | $6,918-84.6% |