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: INTEGRATED WEALTH CONCEPTS, LLC Service code 27 · EIN 81-3433658 | Advisory (Plan) | $38,477 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,351 |
Service code 15 · EIN 13-3180178 | Recordkeeping | $7,717 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,619 | $80,731-26.2% | $103,374-42.3% | $74,546-20.0% |
| Participation rate | 97.6% | 65.7%+31.9pp | 74.5%+23.1pp | 67.2%+30.4pp |
| Annual return | 13.06% | 27.56%-14.5pp | 24.89%-11.8pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $3,301 | $3,158+4.5% | $3,869-14.7% | $2,624+25.8% |
| Participant deferral / active EE | $9,729 | $3,860+152.0% | $5,058+92.4% | $4,347+123.8% |
| Admin fee / account holder | $600 | $2,369-74.7% | $8,394-92.9% | $1,944-69.1% |