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 |
|---|---|---|
WEALTHPLAN PARTNERS INC7 years Service code 26 101 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Participants) | $21,442 |
Service code 15 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,862 | $50,982-8.1% | $154,803-69.7% | $85,563-45.2% |
| Participation rate | 32.1% | 59.8%-27.6pp | 78.1%-45.9pp | 66.0%-33.8pp |
| Annual return | 16.34% | 30.35%-14.0pp | 58.88%-42.5pp | 31.51%-15.2pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,117 | $2,474-54.8% | $5,540-79.8% | $4,375-74.5% |
| Admin fee / account holder | $408 | $846-51.8% | $14,329-97.2% | $834-51.1% |