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 |
|---|---|---|
WBH ADVISORY INC1 year Filed as: WBH ADVISORY, INC. Service code 21 · EIN 52-1470972 | Bank Trustee | $34,814 |
BENEFIT AUDIT GROUP, LLC2 years Service code 10 · EIN 26-2404897 | Accounting | $10,000 |
Filed as: FRED S. SHAPIRO & ASSOC., INC. Service code 13 · EIN 52-2004486 | Contract Administrator | $9,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,885 | $66,302-5.2% | $110,238-43.0% | $56,287+11.7% |
| Participation rate | 81.1% | 74.9%+6.2pp | 79.8%+1.3pp | 69.9%+11.3pp |
| Annual return | 12.13% | -1.18%+13.3pp | 314.74%-302.6pp | -9.96%+22.1pp |
| Employer contribution / active EE | $308 | $2,047-85.0% | $3,826-92.0% | $2,111-85.4% |
| Participant deferral / active EE | $2,655 | $3,381-21.5% | $4,672-43.2% | $3,350-20.7% |
| Admin fee / account holder | $487 | $698-30.2% | $8,547-94.3% | $521-6.5% |