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 10-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: WEALTH ADVISORY GROUP, INC Service code 27 · EIN 23-2739506 | Advisory (Plan) | $14,599 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,245 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,076 | $69,362-62.4% | $101,248-74.2% | $73,488-64.5% |
| Participation rate | 84.0% | 68.4%+15.6pp | 75.8%+8.2pp | 70.7%+13.3pp |
| Annual return | 16.37% | 18.46%-2.1pp | 46.47%-30.1pp | 28.51%-12.1pp |
| Employer contribution / active EE | $823 | $2,628-68.7% | $3,660-77.5% | $2,270-63.8% |
| Participant deferral / active EE | $4,276 | $3,300+29.6% | $4,370-2.2% | $3,740+14.3% |
| Admin fee / account holder | $158 | $704-77.5% | $5,945-97.3% | $513-69.1% |