See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ALLIANCE ADVISORY GROUP, LLC Service code 27 · EIN 82-3558532 | Advisory (Plan) | $48,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,019 | $99,957+146.1% | $149,696+64.3% | $73,488+234.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.97% | 53.87%-35.9pp | 276.60%-258.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $6,671 | $3,191+109.1% | $4,644+43.6% | $2,270+193.9% |
| Participant deferral / active EE | $8,314 | $6,073+36.9% | $6,842+21.5% | $3,740+122.3% |
| Admin fee / account holder | $571 | $551+3.7% | $9,309-93.9% | $513+11.4% |