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 year Service code 27 7272 E INDIAN SCHOOL RD STE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $36,935 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,900 |
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 | $67,059 | $80,753-17.0% | $136,294-50.8% | $62,292+7.7% |
| Participation rate | 95.7% | 73.5%+22.1pp | 81.9%+13.7pp | 69.5%+26.1pp |
| Annual return | 20.88% | 35.83%-15.0pp | 5155.94%-5135.1pp | 28.90%-8.0pp |
| Employer contribution / active EE | $3,003 | $2,884+4.1% | $4,695-36.0% | $2,042+47.1% |
| Participant deferral / active EE | $5,907 | $5,164+14.4% | $6,247-5.4% | $3,169+86.4% |
| Admin fee / account holder | $234 | $525-55.5% | $9,243-97.5% | $479-51.2% |