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 INC2 years Filed as: WEALTHPLAN PARTNERS LLC Service code 26 · EIN 81-4671791 | Advisory (Participants) | $28,067 |
Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $402 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,953 | $59,107+38.7% | $86,436-5.2% | $68,494+19.6% |
| Participation rate | 77.5% | 75.2%+2.2pp | 80.3%-2.9pp | 67.9%+9.6pp |
| Annual return | -19.22% | -0.23%-19.0pp | 4394.89%-4414.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,070 | $2,519-57.5% | $3,769-71.6% | $2,596-58.8% |
| Participant deferral / active EE | $4,046 | $5,901-31.4% | $6,952-41.8% | $4,027+0.5% |
| Admin fee / account holder | $536 | $5,637-90.5% | $6,731-92.0% | $5,403-90.1% |