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 Service code 27 · EIN 99-2539506 | Advisory (Plan) | $54,634 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $40,634 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,498 | $87,870+110.0% | $113,168+63.0% | $74,304+148.3% |
| Participation rate | 94.8% | 70.7%+24.0pp | 76.6%+18.2pp | 60.3%+34.4pp |
| Annual return | 15.48% | 26.44%-11.0pp | 24.27%-8.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $7,856 | $2,277+245.0% | $2,975+164.1% | $2,241+250.5% |
| Participant deferral / active EE | $6,700 | $4,241+58.0% | $5,107+31.2% | $3,767+77.9% |
| Admin fee / account holder | $427 | $3,368-87.3% | $12,068-96.5% | $2,969-85.6% |