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 |
|---|---|---|
WEALTH MANAGEMENT SYSTEMS INC10+ years Filed as: WEALTH ADVISORY GROUP, INC Service code 27 · EIN 23-2739506 | Advisory (Plan) | $108,138 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $42,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,554 | $106,110-6.2% | $147,005-32.3% | $77,671+28.2% |
| Participation rate | 93.8% | 78.4%+15.4pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 16.87% | 56.77%-39.9pp | 418.76%-401.9pp | 31.21%-14.3pp |
| Employer contribution / active EE | $3,794 | $4,065-6.7% | $4,934-23.1% | $2,726+39.2% |
| Participant deferral / active EE | $13,421 | $7,992+67.9% | $8,070+66.3% | $4,648+188.7% |
| Admin fee / account holder | $377 | $338+11.5% | $13,006-97.1% | $430-12.5% |