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 LLC3 years Service code 99 · EIN 30-0708045 | Other Fees | $47,932 |
Filed as: LIMESTONE PENSION ASSOCIATS, LLC Service code 49 | Other Services | $8,788 |
Service code 49 1407 FOULK RD STE 100 · WILMINGTON, DE 19803 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 26 · EIN 71-0294708 ANNUITY COMPANY · NEW YORK, NY 10169 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,813 | $73,638+5.7% | $108,410-28.2% | $79,386-2.0% |
| Participation rate | 83.5% | 77.4%+6.1pp | 80.1%+3.3pp | 70.7%+12.8pp |
| Annual return | 19.84% | 33.27%-13.4pp | 905.27%-885.4pp | 116.85%-97.0pp |
| Employer contribution / active EE | $4,758 | $2,397+98.5% | $3,558+33.7% | $2,427+96.0% |
| Participant deferral / active EE | $8,789 | $6,218+41.3% | $6,563+33.9% | $4,046+117.2% |
| Admin fee / account holder | $34 | $638-94.7% | $7,295-99.5% | $626-94.6% |