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 ADVISORS3+ years Service code 27 5305 VILLAGE PARKWAY · ROGERS, AR 72758 | Advisory (Plan) | $15,682 |
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.
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 | $33,089 | $64,909-49.0% | $82,313-59.8% | $62,292-46.9% |
| Participation rate | 68.8% | 74.9%-6.1pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 15.41% | 21.18%-5.8pp | 25.88%-10.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,323 | $3,103-57.4% | $3,706-64.3% | $3,169-58.3% |
| Admin fee / account holder | $169 | $440-61.5% | $5,608-97.0% | $479-64.7% |