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 8-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 |
|---|---|---|
Filed as: WEALTH PLAN INVESTMENT MANAGEMENT Service code 26 · EIN 85-4122522 | Advisory (Participants) | $39,580 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,830 | $101,317+1.5% | $146,958-30.0% | $74,495+38.0% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 17.24% | 8730.91%-8713.7pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $3,681 | $3,810-3.4% | $4,933-25.4% | $2,623+40.3% |
| Participant deferral / active EE | $8,018 | $7,303+9.8% | $8,070-0.6% | $4,346+84.5% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |