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 | $64,306 |
WEALTHPATH INVESTMENT ADVISORS3+ years Service code 27 · EIN 45-1484296 | Advisory (Plan) | $47,196 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,152 | $73,102-12.2% | $123,544-48.1% | $56,287+14.0% |
| Participation rate | 77.0% | 74.3%+2.7pp | 82.3%-5.3pp | 69.9%+7.2pp |
| Annual return | 11.70% | 3.01%+8.7pp | 119.20%-107.5pp | -9.96%+21.7pp |
| Employer contribution / active EE | $1,059 | $2,977-64.4% | $4,628-77.1% | $2,111-49.8% |
| Participant deferral / active EE | $3,457 | $5,423-36.2% | $6,426-46.2% | $3,350+3.2% |
| Admin fee / account holder | $437 | $554-21.0% | $9,284-95.3% | $521-16.1% |