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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,950 |
Filed as: WEALTH ADVISORY GROUP, INC. Service code 27 · EIN 23-2739506 | Advisory (Plan) | $8,273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,471 | $61,272-61.7% | $149,673-84.3% | $71,457-67.2% |
| Participation rate | 46.2% | 62.5%-16.3pp | 78.8%-32.5pp | 67.9%-21.7pp |
| Annual return | 10.38% | 35.85%-25.5pp | 134.42%-124.0pp | 28.85%-18.5pp |
| Employer contribution / active EE | $472 | $2,378-80.2% | $4,818-90.2% | $2,588-81.8% |
| Participant deferral / active EE | $1,365 | $2,917-53.2% | $5,680-76.0% | $4,289-68.2% |
| Admin fee / account holder | $240 | $1,261-81.0% | $13,210-98.2% | $1,587-84.9% |