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 Service code 99 · EIN 04-3046611 | Other Fees | $20,692 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $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 | $19,675 | $48,064-59.1% | $78,778-75.0% | $69,631-71.7% |
| Participation rate | 78.0% | 61.6%+16.5pp | 69.2%+8.8pp | 70.7%+7.3pp |
| Annual return | 14.94% | 21.81%-6.9pp | 35.62%-20.7pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $312 | $744-58.0% | $1,986-84.3% | $2,032-84.6% |
| Participant deferral / active EE | $2,643 | $2,079+27.1% | $2,958-10.7% | $3,224-18.0% |
| Admin fee / account holder | $66 | $152-56.6% | $5,134-98.7% | $110-40.3% |