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 |
|---|---|---|
PILLAR WEALTH ADVISORS LLC2 years Service code 99 · EIN 30-0708045 | Other Fees | $31,543 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY COMPANY · NEW YORK, NY 10169 | 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 | $62,355 | $66,813-6.7% | $100,516-38.0% | $73,488-15.1% |
| Participation rate | 80.0% | 77.5%+2.5pp | 79.4%+0.6pp | 70.7%+9.3pp |
| Annual return | 17.44% | 25.70%-8.3pp | 30.89%-13.4pp | 28.51%-11.1pp |
| Employer contribution / active EE | $4,945 | $2,147+130.4% | $3,418+44.7% | $2,270+117.9% |
| Participant deferral / active EE | $8,019 | $5,883+36.3% | $6,270+27.9% | $3,740+114.4% |
| Admin fee / account holder | $26 | $512-95.0% | $8,081-99.7% | $513-95.0% |