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 INC3 years Filed as: WEALTHPLAN PARTNERS LLC Service code 26 · EIN 81-4671791 | Advisory (Participants) | $26,889 |
Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $504 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,866 | $68,346+27.1% | $94,646-8.2% | $75,163+15.6% |
| Participation rate | 74.4% | 76.1%-1.7pp | 80.8%-6.5pp | 67.2%+7.2pp |
| Annual return | 16.90% | 616.93%-600.0pp | 156.71%-139.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $944 | $2,701-65.1% | $3,672-74.3% | $2,670-64.6% |
| Participant deferral / active EE | $3,761 | $6,537-42.5% | $7,418-49.3% | $4,125-8.8% |
| Admin fee / account holder | $520 | $5,326-90.2% | $7,231-92.8% | $5,651-90.8% |