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 |
|---|---|---|
Filed as: WEALTH ADVISORY SERVICES, LLC Service code 26 · EIN 99-2539506 25434 PAIRIEWOOD LANE · SHOREWOOD, IL 60404 | Advisory (Participants) | $35,476 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $25,491 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,661 | $100,923-17.1% | $150,045-44.2% | $74,304+12.6% |
| Participation rate | 97.8% | 70.1%+27.7pp | 82.3%+15.5pp | 60.3%+37.5pp |
| Annual return | 20.30% | 51.77%-31.5pp | 62.55%-42.3pp | 29.43%-9.1pp |
| Employer contribution / active EE | $4,557 | $3,463+31.6% | $4,693-2.9% | $2,241+103.3% |
| Participant deferral / active EE | $11,124 | $6,709+65.8% | $7,997+39.1% | $3,767+195.3% |
| Admin fee / account holder | $367 | $2,767-86.7% | $13,435-97.3% | $2,969-87.6% |