See peer percentile detail. $4.99 for your first month.
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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) | $25,256 |
Filed as: FIDELITY INV. INSTITUTIONAL, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $17,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 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 | $74,322 | $86,332-13.9% | $125,175-40.6% | $65,185+14.0% |
| Participation rate | 58.2% | 75.3%-17.2pp | 79.8%-21.6pp | 70.2%-12.0pp |
| Annual return | 18.51% | 27.43%-8.9pp | 43.79%-25.3pp | 29.38%-10.9pp |
| Employer contribution / active EE | $1,463 | $2,040-28.3% | $3,865-62.2% | $2,177-32.8% |
| Participant deferral / active EE | $5,409 | $3,537+52.9% | $4,937+9.6% | $3,514+53.9% |
| Admin fee / account holder | $224 | $609-63.2% | $9,702-97.7% | $847-73.5% |