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 ADIVSORY GROUP, LLC Service code 71 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Brokerage Fees | $33,213 |
Service code 14 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Plan Administrator | $13,282 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 PO BOX 89000 · BALTIMORE, MD 21289 | Recordkeeping | $5,910 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $115 |
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.)
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 | $109,952 | $55,415+98.4% | $155,509-29.3% | $74,495+47.6% |
| Participation rate | 52.5% | 61.9%-9.4pp | 78.2%-25.6pp | 67.2%-14.7pp |
| Annual return | 9.61% | 268.50%-258.9pp | 64.67%-55.1pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $1,914 | $2,267-15.6% | $4,672-59.0% | $2,623-27.0% |
| Participant deferral / active EE | $2,775 | $2,836-2.2% | $5,626-50.7% | $4,346-36.2% |
| Admin fee / account holder | $335 | $1,738-80.8% | $15,912-97.9% | $1,942-82.8% |