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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $546,151 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $38,500 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $27,500 |
RSM US LLP9 years Service code 10 · EIN 42-0714325 | Accounting | $18,500 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $18,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,700 | $48,698+20.5% | $93,606-37.3% | $199,593-70.6% |
| Participation rate | 95.0% | 63.5%+31.4pp | 68.7%+26.2pp | 72.0%+23.0pp |
| Annual return | 14.70% | 15.34%-0.6pp | 133.20%-118.5pp | 34.25%-19.5pp |
| Employer contribution / active EE | $1,450 | $1,135+27.7% | $2,420-40.1% | $3,034-52.2% |
| Participant deferral / active EE | $6,010 | $2,817+113.3% | $4,411+36.2% | $5,087+18.1% |
| Admin fee / account holder | $118 | $195-39.3% | $8,285-98.6% | $269-56.0% |