Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,209 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $18,776 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,363 | $106,264-72.4% | $147,117-80.0% | $77,762-62.2% |
| Participation rate | 59.7% | 78.4%-18.8pp | 82.2%-22.5pp | 70.6%-10.9pp |
| Annual return | 16.90% | 56.94%-40.0pp | 420.54%-403.6pp | 31.27%-14.4pp |
| Employer contribution / active EE | $1,707 | $4,074-58.1% | $4,932-65.4% | $2,728-37.4% |
| Participant deferral / active EE | $3,048 | $8,003-61.9% | $8,065-62.2% | $4,651-34.5% |
| Admin fee / account holder | $119 | $334-64.5% | $12,993-99.1% | $433-72.6% |