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 5-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 |
|---|---|---|
WEALTH PRESERVATION ADVISORS1 year Service code 26 · EIN 46-2390929 | Advisory (Participants) | $9,883 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,905 | $121,341-82.8% | $189,513-89.0% | $79,386-73.7% |
| Participation rate | 91.4% | 86.1%+5.3pp | 87.8%+3.6pp | 70.7%+20.7pp |
| Annual return | 15.33% | 21.08%-5.8pp | 555.15%-539.8pp | 116.85%-101.5pp |
| Employer contribution / active EE | $1,615 | $3,915-58.8% | $6,162-73.8% | $2,427-33.5% |
| Participant deferral / active EE | $3,569 | $6,395-44.2% | $8,221-56.6% | $4,046-11.8% |
| Admin fee / account holder | $192 | $651-70.5% | $12,045-98.4% | $626-69.3% |