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 GROUP, INC. Service code 27 · EIN 23-2739506 | Advisory (Plan) | $29,787 |
Filed as: FIDELITY INV. INSTITUTIONAL, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $21,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,847 | $66,302-5.2% | $110,238-43.0% | $56,287+11.7% |
| Participation rate | 60.1% | 74.9%-14.8pp | 79.8%-19.7pp | 69.9%-9.7pp |
| Annual return | -0.11% | -1.18%+1.1pp | 314.74%-314.8pp | -9.96%+9.8pp |
| Employer contribution / active EE | $976 | $2,047-52.3% | $3,826-74.5% | $2,111-53.8% |
| Participant deferral / active EE | $5,217 | $3,381+54.3% | $4,672+11.7% | $3,350+55.7% |
| Admin fee / account holder | $259 | $698-63.0% | $8,547-97.0% | $521-50.4% |