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 6-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 |
|---|---|---|
WEALTHPLAN PARTNERS INC1+ years Service code 26 | Advisory (Participants) | $25,172 |
Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $223 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,665 | $70,475+11.6% | $100,516-21.7% | $79,858-1.5% |
| Participation rate | 78.1% | 73.7%+4.4pp | 79.4%-1.3pp | 69.6%+8.4pp |
| Annual return | 16.81% | 21.90%-5.1pp | 30.89%-14.1pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,814 | $5,181-26.4% | $6,270-39.2% | $3,740+2.0% |
| Admin fee / account holder | $466 | $4,478-89.6% | $8,081-94.2% | $5,306-91.2% |