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 LLC4 years Service code 27 7272 E INDIAN SCHOOL RD STE 103 · SCOTTSDALE, AZ 85251 | Advisory (Plan) | $41,798 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,500 |
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 | $81,918 | $99,957-18.0% | $149,696-45.3% | $73,488+11.5% |
| Participation rate | 92.7% | 75.7%+17.0pp | 82.5%+10.2pp | 70.7%+22.0pp |
| Annual return | 16.58% | 53.87%-37.3pp | 276.60%-260.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $3,030 | $3,191-5.0% | $4,644-34.8% | $2,270+33.5% |
| Participant deferral / active EE | $6,495 | $6,073+7.0% | $6,842-5.1% | $3,740+73.7% |
| Admin fee / account holder | $192 | $551-65.2% | $9,309-97.9% | $513-62.6% |