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 LLC5 years Service code 99 · EIN 30-0708045 | Other Fees | $40,244 |
Filed as: LIMESTONE PENSION ASSOCIATS, LLC Service code 49 | Other Services | $10,848 |
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 | $92,094 | $69,477+32.6% | $94,646-2.7% | $71,457+28.9% |
| Participation rate | 85.1% | 78.4%+6.6pp | 80.8%+4.2pp | 67.9%+17.1pp |
| Annual return | 18.24% | 29.66%-11.4pp | 156.71%-138.5pp | 28.85%-10.6pp |
| Employer contribution / active EE | $6,427 | $2,853+125.2% | $3,672+75.0% | $2,588+148.4% |
| Participant deferral / active EE | $11,831 | $7,345+61.1% | $7,418+59.5% | $4,289+175.9% |
| Admin fee / account holder | $67 | $1,210-94.4% | $7,231-99.1% | $1,587-95.8% |