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.
| Provider | Service type | Compensation |
|---|---|---|
WEST WEALTH GROUP LLC1 year Filed as: WEST WEALTH GROUP, LLC Service code 22 · EIN 87-2478709 | Insurance Broker | $13,622 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO,USA Service code 15 · EIN 01-0233346 | Recordkeeping | $170 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,666 | $80,724-86.8% | $103,333-89.7% | $74,495-85.7% |
| Participation rate | 77.6% | 65.7%+11.9pp | 74.5%+3.1pp | 67.2%+10.4pp |
| Annual return | 4.23% | 27.56%-23.3pp | 24.88%-20.7pp | 1364.94%-1360.7pp |
| Employer contribution / active EE | $1,501 | $3,157-52.5% | $3,868-61.2% | $2,623-42.8% |
| Participant deferral / active EE | $2,105 | $3,860-45.5% | $5,057-58.4% | $4,346-51.6% |
| Admin fee / account holder | $167 | $2,368-92.9% | $8,355-98.0% | $1,942-91.4% |