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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 95-2834236 | Other Fees | $11,234 |
Service code 49 · EIN 62-1757444 | Other Services | $5,249 |
Filed as: VOYA RETIREMENT & ANNUITY CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,414 | $50,815-50.0% | $155,509-83.7% | $77,643-67.3% |
| Participation rate | 29.3% | 63.1%-33.9pp | 78.2%-48.9pp | 70.6%-41.3pp |
| Annual return | 11.74% | 34.80%-23.1pp | 64.67%-52.9pp | 31.24%-19.5pp |
| Employer contribution / active EE | $453 | $1,993-77.2% | $4,672-90.3% | $2,726-83.4% |
| Participant deferral / active EE | $656 | $2,822-76.8% | $5,626-88.3% | $4,647-85.9% |
| Admin fee / account holder | $126 | $437-71.2% | $15,912-99.2% | $430-70.8% |