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 6-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 | $69,110 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,888 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $6,906 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,545 | $89,436-78.1% | $164,813-88.1% | $77,643-74.8% |
| Participation rate | 89.8% | 78.6%+11.2pp | 78.6%+11.2pp | 70.6%+19.3pp |
| Annual return | 21.00% | 28.83%-7.8pp | 69.93%-48.9pp | 31.24%-10.2pp |
| Employer contribution / active EE | $1,620 | $2,569-36.9% | $4,341-62.7% | $2,726-40.6% |
| Participant deferral / active EE | $4,065 | $4,897-17.0% | $6,031-32.6% | $4,647-12.5% |
| Admin fee / account holder | $167 | $339-50.8% | $12,690-98.7% | $430-61.2% |