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 8-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 |
|---|---|---|
Filed as: WELLTH ADVISORY SERVICES Service code 27 · EIN 99-2539506 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,939 |
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 | $92,642 | $67,984+36.3% | $65,493+41.5% | $74,304+24.7% |
| Participation rate | 96.6% | 66.3%+30.3pp | 73.1%+23.5pp | 60.3%+36.3pp |
| Annual return | 18.03% | 19.87%-1.8pp | 982.45%-964.4pp | 29.43%-11.4pp |
| Employer contribution / active EE | $3,443 | $2,491+38.2% | $2,574+33.8% | $2,241+53.6% |
| Participant deferral / active EE | $11,211 | $3,346+235.0% | $3,961+183.0% | $3,767+197.6% |
| Admin fee / account holder | $128 | $1,373-90.6% | $5,028-97.4% | $2,969-95.7% |