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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,547 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 16 · EIN 99-2539506 | Consulting | $20,811 |
SMITH & HOWARD, PC5 years Filed as: SMITH SAPP PROFESSIONAL ASSOCIATION Service code 10 · EIN 57-0801130 | Accounting | $11,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,379 | $29,546+50.2% | $56,441-21.4% | $77,671-42.9% |
| Participation rate | 28.8% | 32.7%-3.9pp | 52.5%-23.7pp | 70.6%-41.8pp |
| Annual return | 12.89% | 19.01%-6.1pp | 1704.21%-1691.3pp | 31.21%-18.3pp |
| Employer contribution / active EE | $652 | $568+14.7% | $1,039-37.3% | $2,726-76.1% |
| Participant deferral / active EE | $1,149 | $1,061+8.3% | $1,953-41.2% | $4,648-75.3% |
| Admin fee / account holder | $295 | $1,046-71.8% | $2,829-89.6% | $430-31.4% |