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 |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $31,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,612 |
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 | $100,685 | $98,727+2.0% | $113,168-11.0% | $85,563+17.7% |
| Participation rate | 94.0% | 80.8%+13.1pp | 76.6%+17.4pp | 66.0%+28.0pp |
| Annual return | 18.40% | 17.43%+1.0pp | 24.27%-5.9pp | 31.51%-13.1pp |
| Employer contribution / active EE | $3,691 | $2,907+27.0% | $2,975+24.1% | $2,654+39.1% |
| Participant deferral / active EE | $5,994 | $5,424+10.5% | $5,107+17.4% | $4,375+37.0% |
| Admin fee / account holder | $108 | $357-69.7% | $12,068-99.1% | $834-87.0% |