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 |
|---|---|---|
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $0 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LIINCOLN FINANCIAL ADVISORS CORP Service code 99 · EIN 35-1151034 | Other Fees | $0 |
THE RYDING COMPANY3 years Service code 49 · EIN 99-0323367 2659 TOWNSGATE RD. SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Other Services | $0 |
Filed as: VOYA Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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 | $41,560 | $73,360-43.3% | $177,989-76.6% | $74,495-44.2% |
| Participation rate | 79.6% | 66.6%+13.0pp | 77.1%+2.5pp | 67.2%+12.4pp |
| Annual return | 11.42% | 17.49%-6.1pp | 294.48%-283.1pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $5,008 | $2,216+126.0% | $3,949+26.8% | $2,623+90.9% |
| Participant deferral / active EE | $4,257 | $4,513-5.7% | $6,276-32.2% | $4,346-2.1% |
| Admin fee / account holder | $71 | $1,808-96.1% | $10,363-99.3% | $1,942-96.3% |