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 LLC4 years Service code 99 · EIN 30-0708045 | Other Fees | $40,227 |
Filed as: LIMESTONE PENSION ASSOCIATS, LLC Service code 49 | Other Services | $10,237 |
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 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,684 | $58,320+24.6% | $86,436-15.9% | $66,914+8.6% |
| Participation rate | 83.7% | 78.6%+5.1pp | 80.3%+3.4pp | 69.8%+13.9pp |
| Annual return | -18.05% | -9.71%-8.3pp | 4394.89%-4412.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $5,086 | $2,615+94.5% | $3,769+35.0% | $2,544+99.9% |
| Participant deferral / active EE | $9,244 | $6,899+34.0% | $6,952+33.0% | $4,237+118.2% |
| Admin fee / account holder | $23 | $546-95.8% | $6,731-99.7% | $593-96.2% |