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 64 · EIN 71-0294708 | Recordkeeping Fees | $19,932 |
Filed as: WEALTH ADVISORY GROUP INC Service code 99 · EIN 23-2739506 | Other Fees | $9,534 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,262 |
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 | $24,756 | $55,415-55.3% | $155,509-84.1% | $74,495-66.8% |
| Participation rate | 65.1% | 61.9%+3.2pp | 78.2%-13.1pp | 67.2%-2.1pp |
| Annual return | 14.22% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,648 | $2,267-27.3% | $4,672-64.7% | $2,623-37.2% |
| Participant deferral / active EE | $2,379 | $2,836-16.1% | $5,626-57.7% | $4,346-45.3% |
| Admin fee / account holder | $154 | $1,738-91.2% | $15,912-99.0% | $1,942-92.1% |