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 |
|---|---|---|
WADDELL & ASSOCIATES LLC3 years Filed as: WADDELL AND ASSOCIATES, LLC Service code 27 5188 WHEELIS DRIVE · MEMPHIS, TN 38117 | Advisory (Plan) | $13,068 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 56 · EIN 38-3712991 | Non-monetary compensation; Recordkeep... | $8,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,668 | $66,124-49.1% | $90,404-62.8% | $73,488-54.2% |
| Participation rate | 34.9% | 69.7%-34.8pp | 72.7%-37.8pp | 70.7%-35.8pp |
| Annual return | 12.05% | 17.65%-5.6pp | 1293.02%-1281.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $32 | $2,346-98.6% | $3,262-99.0% | $2,270-98.6% |
| Participant deferral / active EE | $653 | $3,039-78.5% | $3,963-83.5% | $3,740-82.5% |
| Admin fee / account holder | $254 | $396-35.8% | $5,611-95.5% | $513-50.4% |