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 INC2 years Filed as: WBH ADVISORY, INC. Service code 21 · EIN 52-1470972 | Bank Trustee | $34,907 |
BENEFIT AUDIT GROUP, LLC3 years Service code 10 · EIN 26-2404897 | Accounting | $10,500 |
Filed as: FRED S. SHAPIRO & ASSOC., INC. Service code 13 · EIN 52-2004486 | Contract Administrator | $7,075 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,771 | $86,332-26.1% | $125,175-49.1% | $65,185-2.2% |
| Participation rate | 79.2% | 75.3%+3.9pp | 79.8%-0.6pp | 70.2%+9.0pp |
| Annual return | 3.11% | 27.43%-24.3pp | 43.79%-40.7pp | 29.38%-26.3pp |
| Employer contribution / active EE | $314 | $2,040-84.6% | $3,865-91.9% | $2,177-85.6% |
| Participant deferral / active EE | $2,904 | $3,537-17.9% | $4,937-41.2% | $3,514-17.3% |
| Admin fee / account holder | $456 | $609-25.1% | $9,702-95.3% | $847-46.1% |