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 |
|---|---|---|
WBG ADVISORS LLC3+ years Service code 27 7 PHEASANT LANE · WESTPORT, CT 06880 | Advisory (Plan) | $6,000 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $480 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,908 | $75,284-57.6% | $91,001-64.9% | $69,631-54.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 75.6%+14.4pp | 70.7%+19.3pp |
| Annual return | 19.24% | 48.40%-29.2pp | 4.60%+14.6pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $535 | $2,473-78.4% | $2,456-78.2% | $2,032-73.7% |
| Participant deferral / active EE | $3,238 | $3,700-12.5% | $3,547-8.7% | $3,224+0.4% |
| Admin fee / account holder | $23 | $111-78.8% | $5,417-99.6% | $110-78.7% |