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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,533 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORTATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Service code 49 · EIN 64-0765749 | Other Services | $0 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $45,282 | $100,923-55.1% | $150,045-69.8% | $74,304-39.1% |
| Participation rate | 81.9% | 70.1%+11.8pp | 82.3%-0.4pp | 60.3%+21.6pp |
| Annual return | 16.52% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,480 | $3,463-28.4% | $4,693-47.2% | $2,241+10.7% |
| Participant deferral / active EE | $5,814 | $6,709-13.3% | $7,997-27.3% | $3,767+54.3% |
| Admin fee / account holder | $74 | $2,767-97.3% | $13,435-99.5% | $2,969-97.5% |