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 Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $24,556 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,298 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,018 | $100,923+10.0% | $150,045-26.0% | $74,304+49.4% |
| Participation rate | 99.5% | 70.1%+29.5pp | 82.3%+17.2pp | 60.3%+39.2pp |
| Annual return | 16.45% | 51.77%-35.3pp | 62.55%-46.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $7,579 | $3,463+118.8% | $4,693+61.5% | $2,241+238.2% |
| Participant deferral / active EE | $6,837 | $6,709+1.9% | $7,997-14.5% | $3,767+81.5% |
| Admin fee / account holder | $24 | $2,767-99.1% | $13,435-99.8% | $2,969-99.2% |