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: WEALTH ADVISORY SERVICES, LLC Service code 99 · EIN 99-2539506 | Other Fees | $31,629 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $30,691 |
ASCENSUS LLC4 years Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 · EIN 82-3719843 | Other Services | $19,820 |
STANLEY DIRNBERGER2 years Filed as: STANLEY, DIRNBERGER, HOPPER ASSP Service code 99 · EIN 43-1500106 | Other Fees | $6,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,608 | $55,416-33.9% | $75,972-51.8% | $77,643-52.9% |
| Participation rate | 91.7% | 63.6%+28.1pp | 69.1%+22.6pp | 70.6%+21.1pp |
| Annual return | 13.24% | 17.07%-3.8pp | 359.55%-346.3pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,398 | $1,788+34.1% | $2,685-10.7% | $2,726-12.0% |
| Participant deferral / active EE | $4,514 | $3,447+30.9% | $4,255+6.1% | $4,647-2.9% |
| Admin fee / account holder | $198 | $414-52.1% | $6,467-96.9% | $430-53.9% |