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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,581 |
Filed as: WEALTHCARE ADVISORY PARTNERS Service code 27 · EIN 61-1768371 | Advisory (Plan) | $34,726 |
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 | $87,433 | $136,307-35.9% | $177,821-50.8% | $73,488+19.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 13.80% | 18.68%-4.9pp | 48.32%-34.5pp | 28.51%-14.7pp |
| Employer contribution / active EE | $5,300 | $3,712+42.8% | $5,918-10.5% | $2,270+133.5% |
| Participant deferral / active EE | $5,075 | $5,829-12.9% | $7,714-34.2% | $3,740+35.7% |
| Admin fee / account holder | $366 | $596-38.5% | $12,427-97.1% | $513-28.6% |