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 FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 95-2834236 | Other Fees | $17,334 |
Service code 49 · EIN 62-1757444 | Other Services | $1,848 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 64 · EIN 02-0488491 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,442 | $50,982-57.9% | $154,803-86.1% | $85,563-74.9% |
| Participation rate | 30.1% | 59.8%-29.7pp | 78.1%-48.0pp | 66.0%-35.8pp |
| Annual return | 16.31% | 30.35%-14.0pp | 58.88%-42.6pp | 31.51%-15.2pp |
| Employer contribution / active EE | $412 | $1,708-75.9% | $4,305-90.4% | $2,654-84.5% |
| Participant deferral / active EE | $569 | $2,474-77.0% | $5,540-89.7% | $4,375-87.0% |
| Admin fee / account holder | $97 | $846-88.5% | $14,329-99.3% | $834-88.3% |