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 7-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 |
|---|---|---|
WMG FINANCIAL ADVISORS6 years Service code 99 · EIN 20-1971280 | Other Fees | $55,776 |
ERISA SERVICES, INC.3 years Service code 49 | Other Services | $4,146 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,900 | $88,890-79.9% | $102,423-82.5% | $77,643-76.9% |
| Participation rate | 94.0% | 80.9%+13.0pp | 76.5%+17.5pp | 70.6%+23.4pp |
| Annual return | 16.14% | 24.98%-8.8pp | 29.32%-13.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $2,190 | $2,698-18.8% | $3,023-27.6% | $2,726-19.7% |
| Participant deferral / active EE | $3,996 | $5,145-22.3% | $5,053-20.9% | $4,647-14.0% |
| Admin fee / account holder | $99 | $235-58.0% | $9,451-99.0% | $430-77.0% |