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 |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $50,139 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,605 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,288 | $65,246-26.0% | $98,716-51.1% | $67,986-29.0% |
| Participation rate | 94.1% | 51.4%+42.7pp | 69.3%+24.8pp | 57.2%+36.9pp |
| Annual return | 19.30% | 20.58%-1.3pp | 31.81%-12.5pp | 31.67%-12.4pp |
| Employer contribution / active EE | $2,427 | $1,042+132.9% | $2,279+6.5% | $2,019+20.2% |
| Participant deferral / active EE | $4,984 | $2,594+92.1% | $4,048+23.1% | $3,358+48.4% |
| Admin fee / account holder | $289 | $4,561-93.7% | $8,703-96.7% | $3,203-91.0% |