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 LLC6 years Service code 99 · EIN 30-0708045 | Other Fees | $41,785 |
Filed as: LIMESTONE PENSION ASSOCIATES LLC Service code 49 | Other Services | $12,301 |
Service code 49 · EIN 51-0383217 3411 SILVERSIDE RD HANBY BLDG STE · WILMINGTON, DE 19810 | Other Services | $0 |
Filed as: VOYA RETIREMENT RETIREMENT INSURANC Service code 64 · EIN 71-0294708 ANNUITY COMPANY · NEW YORK, NY 10169 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,934 | $79,013+29.0% | $100,391+1.5% | $74,495+36.8% |
| Participation rate | 82.8% | 79.5%+3.3pp | 81.5%+1.3pp | 67.2%+15.6pp |
| Annual return | 16.14% | 20.41%-4.3pp | 49.20%-33.1pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $5,655 | $3,021+87.2% | $3,942+43.5% | $2,623+115.6% |
| Participant deferral / active EE | $10,401 | $7,760+34.0% | $8,082+28.7% | $4,346+139.3% |
| Admin fee / account holder | $57 | $1,320-95.7% | $7,899-99.3% | $1,942-97.0% |