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 |
|---|---|---|
Filed as: WEALTH ALLIANCE ADVISORY GROUP, LLC Service code 15 · EIN 82-3558532 | Recordkeeping | $81,536 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,031 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,050 | $98,727-20.9% | $113,168-31.0% | $85,563-8.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 4.07% | 17.43%-13.4pp | 24.27%-20.2pp | 31.51%-27.4pp |
| Employer contribution / active EE | $2,664 | $2,907-8.3% | $2,975-10.5% | $2,654+0.4% |
| Participant deferral / active EE | $5,513 | $5,424+1.6% | $5,107+7.9% | $4,375+26.0% |
| Admin fee / account holder | $303 | $357-14.9% | $12,068-97.5% | $834-63.6% |