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 LLC1+ years Filed as: WEALTHPLAN ADVISORS, LLC Service code 27 7272 E INDIAN SCHOOL RD STE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $34,009 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,634 |
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 | $43,638 | $70,002-37.7% | $115,037-62.1% | $52,331-16.6% |
| Participation rate | 90.8% | 72.1%+18.7pp | 81.4%+9.4pp | 68.1%+22.7pp |
| Annual return | -1.37% | 4.04%-5.4pp | 26.14%-27.5pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,794 | $2,715+2.9% | $4,608-39.4% | $1,882+48.5% |
| Participant deferral / active EE | $5,441 | $4,920+10.6% | $6,026-9.7% | $3,022+80.0% |
| Admin fee / account holder | $227 | $566-59.9% | $8,175-97.2% | $592-61.7% |