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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,104 |
WEALTHPLAN ADVISORS LLC2 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $12,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,656 | $26,549+83.3% | $61,373-20.7% | $66,914-27.3% |
| Participation rate | 31.0% | 38.1%-7.1pp | 52.6%-21.5pp | 69.8%-38.8pp |
| Annual return | -14.29% | -16.21%+1.9pp | 338.61%-352.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $730 | $651+12.1% | $1,159-37.0% | $2,544-71.3% |
| Participant deferral / active EE | $1,637 | $1,338+22.3% | $2,125-23.0% | $4,237-61.4% |
| Admin fee / account holder | $383 | $409-6.3% | $2,130-82.0% | $593-35.4% |