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) | $2,571 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORTATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Service code 49 · EIN 64-0765749 | Other Services | $0 |
MORNINGSTAR6 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 | $39,397 | $101,499-61.2% | $147,005-73.2% | $74,546-47.2% |
| Participation rate | 79.7% | 75.5%+4.2pp | 82.2%-2.5pp | 67.2%+12.5pp |
| Annual return | 15.48% | 8732.34%-8716.9pp | 418.76%-403.3pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $2,482 | $3,811-34.9% | $4,934-49.7% | $2,624-5.4% |
| Participant deferral / active EE | $5,889 | $7,304-19.4% | $8,070-27.0% | $4,347+35.5% |
| Admin fee / account holder | $123 | $1,748-93.0% | $13,006-99.1% | $1,944-93.7% |