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 |
|---|---|---|
WEALTHPLAN ADVISORS LLC7+ years Filed as: WEALTHPLAN ADVISORS Service code 27 8777 N GAINEY CENTER DRIVE · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $16,784 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,199 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,649 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,655 | $84,487-59.0% | $125,339-72.4% | $66,914-48.2% |
| Participation rate | 90.1% | 76.4%+13.7pp | 82.4%+7.7pp | 69.8%+20.3pp |
| Annual return | -18.20% | -8.39%-9.8pp | 572.05%-590.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,163 | $3,553-67.3% | $4,814-75.8% | $2,544-54.3% |
| Participant deferral / active EE | $6,927 | $6,781+2.2% | $7,446-7.0% | $4,237+63.5% |
| Admin fee / account holder | $167 | $685-75.5% | $10,010-98.3% | $593-71.8% |