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 |
|---|---|---|
WEALTHPLAN ADVISORS LLC6+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $50,081 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,424 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,450 | $99,957+47.5% | $149,696-1.5% | $73,488+100.6% |
| Participation rate | 98.6% | 75.7%+22.9pp | 82.5%+16.1pp | 70.7%+27.9pp |
| Annual return | 14.35% | 53.87%-39.5pp | 276.60%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $6,135 | $3,191+92.3% | $4,644+32.1% | $2,270+170.3% |
| Participant deferral / active EE | $10,513 | $6,073+73.1% | $6,842+53.7% | $3,740+181.1% |
| Admin fee / account holder | $28 | $551-94.8% | $9,309-99.7% | $513-94.5% |