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 | $81,785 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,071 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $9,662 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $50,328 | $54,193-7.1% | $93,606-46.2% | $77,643-35.2% |
| Participation rate | 93.0% | 63.9%+29.1pp | 68.7%+24.3pp | 70.6%+22.4pp |
| Annual return | 13.70% | 30.54%-16.8pp | 133.20%-119.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $811 | $1,168-30.6% | $2,420-66.5% | $2,726-70.2% |
| Participant deferral / active EE | $3,363 | $3,144+7.0% | $4,411-23.8% | $4,647-27.6% |
| Admin fee / account holder | $207 | $576-64.1% | $8,285-97.5% | $430-52.0% |