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 INC3 years Filed as: WBH ADVISORY, INC. Service code 21 · EIN 52-1470972 | Bank Trustee | $35,365 |
BENEFIT AUDIT GROUP, LLC4 years Service code 10 · EIN 26-2404897 | Accounting | $10,500 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $8,438 |
FSA1 year Service code 13 · EIN 52-2004486 | Contract Administrator | $2,100 |
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 | $67,896 | $81,474-16.7% | $133,956-49.3% | $73,488-7.6% |
| Participation rate | 79.7% | 76.4%+3.3pp | 79.8%-0.2pp | 70.7%+9.0pp |
| Annual return | 8.69% | 19.40%-10.7pp | 45.09%-36.4pp | 28.51%-19.8pp |
| Employer contribution / active EE | $328 | $2,209-85.2% | $3,919-91.6% | $2,270-85.6% |
| Participant deferral / active EE | $2,757 | $3,786-27.2% | $5,048-45.4% | $3,740-26.3% |
| Admin fee / account holder | $486 | $713-31.8% | $8,927-94.6% | $513-5.2% |