See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,076 |
Filed as: WEALTH ADVISORY GROUP INC Service code 27 · EIN 23-2739506 | Advisory (Plan) | $21,614 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,231 | $84,487-59.5% | $125,339-72.7% | $66,914-48.8% |
| Participation rate | 94.2% | 76.4%+17.8pp | 82.4%+11.9pp | 69.8%+24.4pp |
| Annual return | -10.88% | -8.39%-2.5pp | 572.05%-582.9pp | 1.58%-12.5pp |
| Employer contribution / active EE | $4,694 | $3,553+32.1% | $4,814-2.5% | $2,544+84.5% |
| Participant deferral / active EE | $6,843 | $6,781+0.9% | $7,446-8.1% | $4,237+61.5% |
| Admin fee / account holder | $237 | $685-65.4% | $10,010-97.6% | $593-60.1% |