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 5-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 | $89,427 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 99 · EIN 99-2539506 | Other Fees | $26,812 |
Service code 99 · EIN 47-1411118 | Other Fees | $25,092 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,942 | $89,808-77.8% | $100,391-80.1% | $77,643-74.3% |
| Participation rate | 77.5% | 81.2%-3.7pp | 81.5%-4.0pp | 70.6%+6.9pp |
| Annual return | 10.97% | 20.62%-9.7pp | 49.20%-38.2pp | 31.24%-20.3pp |
| Employer contribution / active EE | $355 | $3,039-88.3% | $3,942-91.0% | $2,726-87.0% |
| Participant deferral / active EE | $2,831 | $8,284-65.8% | $8,082-65.0% | $4,647-39.1% |
| Admin fee / account holder | $125 | $174-28.5% | $7,899-98.4% | $430-71.0% |