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 |
|---|---|---|
WEALTHPATH INVESTMENT ADVISORS2+ years Service code 27 5305 VILLAGE PARKWAY · ROGERS, AR 72758 | Advisory (Plan) | $12,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,803 | $60,165-38.8% | $74,183-50.4% | $55,167-33.3% |
| Participation rate | 69.0% | 74.2%-5.2pp | 76.6%-7.6pp | 69.0%0pp |
| Annual return | 10.52% | 10.00%+0.5pp | 17.74%-7.2pp | 169.23%-158.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,459 | $2,973-50.9% | $3,550-58.9% | $3,054-52.2% |
| Admin fee / account holder | $150 | $419-64.3% | $5,586-97.3% | $504-70.3% |