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 27 · EIN 47-1411118 | Advisory (Plan) | $31,439 |
Filed as: WEALTH ADVSORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $23,475 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,045 |
EMPLOYEE BENEFITS GROUP, LLC8 years Service code 49 · EIN 73-1554797 | Other Services | $14,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,718 | $53,136-46.0% | $155,509-81.5% | $199,593-85.6% |
| Participation rate | 28.2% | 64.1%-35.9pp | 78.2%-50.0pp | 72.0%-43.8pp |
| Annual return | 12.61% | 41.15%-28.5pp | 64.67%-52.1pp | 34.25%-21.6pp |
| Employer contribution / active EE | $318 | $1,851-82.8% | $4,672-93.2% | $3,034-89.5% |
| Participant deferral / active EE | $1,106 | $3,161-65.0% | $5,626-80.3% | $5,087-78.3% |
| Admin fee / account holder | $152 | $185-18.3% | $15,912-99.0% | $269-43.6% |