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 |
|---|---|---|
WEALTHPLAN ADVISORS LLC2+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $24,268 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,996 | $107,378-57.2% | $108,579-57.6% | $57,658-20.2% |
| Participation rate | 53.9% | 77.1%-23.2pp | 79.6%-25.7pp | 70.2%-16.3pp |
| Annual return | 8.93% | 12.80%-3.9pp | -51.70%+60.6pp | 5.13%+3.8pp |
| Employer contribution / active EE | $358 | $1,782-79.9% | $3,758-90.5% | $1,974-81.9% |
| Participant deferral / active EE | $2,076 | $3,221-35.5% | $4,311-51.8% | $3,061-32.2% |
| Admin fee / account holder | $39 | $108-64.1% | $7,645-99.5% | $95-58.7% |