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 |
|---|---|---|
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES Service code 27 · EIN 99-2539506 | Advisory (Plan) | $54,536 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,150 |
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 | $124,006 | $88,360+40.3% | $145,433-14.7% | $67,986+82.4% |
| Participation rate | 97.4% | 65.5%+31.9pp | 82.1%+15.2pp | 57.2%+40.2pp |
| Annual return | 17.13% | 63.15%-46.0pp | 66.58%-49.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $1,897 | $3,054-37.9% | $4,554-58.4% | $2,019-6.0% |
| Participant deferral / active EE | $11,691 | $5,932+97.1% | $7,897+48.0% | $3,358+248.1% |
| Admin fee / account holder | $477 | $3,313-85.6% | $13,129-96.4% | $3,203-85.1% |