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 | $5,338 |
WFG ADVISORS2 years Filed as: WFG INVESTMENTS INC Service code 27 · EIN 03-0509863 | Advisory (Plan) | $4,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,382 | $51,466+5.7% | $78,778-31.0% | $62,292-12.7% |
| Participation rate | 20.4% | 59.8%-39.4pp | 69.2%-48.8pp | 69.5%-49.1pp |
| Annual return | 16.34% | 19.96%-3.6pp | 35.62%-19.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $255 | $827-69.2% | $1,986-87.2% | $2,042-87.5% |
| Participant deferral / active EE | $1,212 | $2,147-43.6% | $2,958-59.0% | $3,169-61.8% |
| Admin fee / account holder | $242 | $489-50.5% | $5,134-95.3% | $479-49.5% |