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 | $100,923+22.9% | $150,045-17.4% | $74,304+66.9% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.3%+15.0pp | 60.3%+37.0pp |
| Annual return | 17.13% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,897 | $3,463-45.2% | $4,693-59.6% | $2,241-15.4% |
| Participant deferral / active EE | $11,691 | $6,709+74.2% | $7,997+46.2% | $3,767+210.3% |
| Admin fee / account holder | $477 | $2,767-82.7% | $13,435-96.4% | $2,969-83.9% |