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 | $66,098-26.9% | $101,794-52.6% | $74,304-35.0% |
| Participation rate | 94.1% | 53.8%+40.4pp | 69.2%+25.0pp | 60.3%+33.8pp |
| Annual return | 19.30% | 19.59%-0.3pp | 30.53%-11.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,427 | $1,082+124.4% | $2,289+6.0% | $2,241+8.3% |
| Participant deferral / active EE | $4,984 | $2,781+79.2% | $4,084+22.0% | $3,767+32.3% |
| Admin fee / account holder | $289 | $4,146-93.0% | $8,777-96.7% | $2,969-90.2% |