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 |
|---|---|---|
WILKIN & GUTTENPLAN, PC5 years Filed as: WILKIN & GUTTENPLAN PC Service code 10 · EIN 22-2612018 | Accounting | $20,700 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,241 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $671,698 | $100,923+565.6% | $150,045+347.7% | $74,304+804.0% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.3%+16.0pp | 60.3%+38.0pp |
| Annual return | 14.41% | 51.77%-37.4pp | 62.55%-48.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $37,938 | $3,463+995.4% | $4,693+708.4% | $2,241+1592.8% |
| Participant deferral / active EE | $13,159 | $6,709+96.1% | $7,997+64.5% | $3,767+249.3% |
| Admin fee / account holder | -$155 | $2,767-105.6% | $13,435-101.2% | $2,969-105.2% |