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 INC5 years Filed as: WBH ADVISORY, INC. Service code 21 · EIN 52-1470972 | Bank Trustee | $26,597 |
Filed as: AMERICAN RETIREMENT PLAN SERVICES Service code 13 · EIN 52-2025778 | Contract Administrator | $8,669 |
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.)
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 | $54,608 | $86,655-37.0% | $119,609-54.3% | $66,914-18.4% |
| Participation rate | 77.7% | 75.6%+2.1pp | 79.3%-1.6pp | 69.8%+7.9pp |
| Annual return | -14.80% | -8.00%-6.8pp | -14.97%+0.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $366 | $2,536-85.6% | $4,232-91.4% | $2,544-85.6% |
| Participant deferral / active EE | $3,864 | $4,358-11.3% | $5,602-31.0% | $4,237-8.8% |
| Admin fee / account holder | $331 | $755-56.1% | $10,323-96.8% | $593-44.2% |