See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $61,028 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,583 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,301 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,302 | $98,727+63.4% | $113,168+42.5% | $85,563+88.5% |
| Participation rate | 80.2% | 80.8%-0.7pp | 76.6%+3.6pp | 66.0%+14.2pp |
| Annual return | 16.87% | 17.43%-0.6pp | 24.27%-7.4pp | 31.51%-14.6pp |
| Employer contribution / active EE | $2,081 | $2,907-28.4% | $2,975-30.0% | $2,654-21.6% |
| Participant deferral / active EE | $10,052 | $5,424+85.3% | $5,107+96.8% | $4,375+129.7% |
| Admin fee / account holder | $150 | $357-57.8% | $12,068-98.8% | $834-82.0% |